Ask a YFP CFP® #85: How can I maximize the tax benefits of donor advised funds?

Your Financial Pharmacist

English - September 20, 2021 09:00 - 9 minutes - 11.1 MB - ★★★★★ - 162 ratings
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Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Lucas in Louisville, Kentucky: How can I maximize the tax benefits of donor advised funds?

Mentioned on the Show:

YFP Planning: Financial Planning for Pharmacists XY Planning Network Fidelity Charitable Vanguard Charitable Schwab Charitable Send in your questions here or to [email protected]

Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.