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Can Donor Advised Funds Cut Doctors Taxes Twice ?
Manage episode 462493895 series 3584152
コンテンツは W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Summary:
In this episode, Nate Reineke and Ben Utley explore how donor advised funds (DAFs) can provide significant tax benefits for physicians. They return from their holiday break to answer important listener questions about DAFs, 529 accounts, retirement savings strategies, and the implications of health insurance on financial planning for doctors in 2025.
Key Takeaways:
1. Tax Savings with DAFs: Donor advised funds provide an opportunity to reduce taxes twice—first when making donations and again during the distribution to charities.
2. Building Educational Wealth: 529 accounts serve as a tool for families to save for future educational expenses effectively.
3. Health Insurance Considerations: Physicians should consider health insurance costs as part of retirement planning, and options exist for delaying Medicare enrollment in certain situations.
4. Retirement Account Strategies: A solid understanding of the differences between traditional and Roth retirement accounts plays a significant role in tax efficiency.
5. Value of Time: Quality time with family may influence financial decisions and help shape priorities.
Call to Action:
For more information, visit www.physicianfamily.com.
Disclosure: See marketing disclosures at www.physicianfamily.com/disclosures.
Remember, you’re not just making a living; you’re making a life. Pursue what lights you up!
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