If you're 73 writing checks to your church, you're leaving taxes on the table

Avoid the biggest Roth conversion mistakes with this free webinar: https://q3.link/SmartRetirees

⏱️ Chapters:
00:00 - The problem with traditional charitable giving
01:03 - What is a Qualified Charitable Distribution (QCD)?
01:57 - Rules and limits for QCDs
03:22 - Coordinating charitable planning with Roth conversions
05:21 - Donor-Advised Funds (DAF)
06:57 - Next steps for your tax strategy