Although the Donor Advised Fund has become better known as a tax planning strategy over the past few years, it is still an underutilized tool. In this episode of Wise Money, we'll cover the basics of what a Donor Advised Fund is and share some advanced planning strategies on how you can use it to enhance your financial planning.
Season 9 Episode 2
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Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
The Roth 401(k) Tax Trap
Risks, Rewards, and Regrets of the FIRE Movement
Financial Lessons from March Madness
The Four Laws of Rental Real Estate
Most Valuable Planning Concept - Estate Planning
Most Valuable Planning Concept - College Planning
Most Valuable Planning Concept - Retirement Planning
Most Valuable Planning Concept - Investment Planning
Most Valuable Planning Concept - Tax Planning
Most Valuable Planning Concept - Protection Planning
Most Valuable Planning Concept - Present Financial Position
The 20-Year Term Life Insurance Mistake
Converting Your RMD into a Tax Penalty
The Financial Do's and Don'ts Before Having a Baby
Seven Promises For This Year's Taxes
The Retirement Spending Gap
Retirement Withdrawal Strategies
The Dangers of Preparing Your Own Tax Return
Should You Retire at the Same Time as Your Spouse?
When Are You Allowed to Contribute to a Health Savings Account?
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