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Episode Description
Major charitable-giving changes are set to take effect next year under the One Big Beautiful Bill Act. As a result, 2025 may be the best—and possibly last—great year to make a big charitable gift and get the full tax benefit in the same year.
Listen in to hear the changes that take place in 2026 that could make 2025 the best year to use donor advised funds.
In our listener question segment, Christie inquires about buying a home in retirement: "Should we withdraw from investments, or use a mortgage?"
Resource:
Article by Ben Mattlin in Financial Advisor Magazine: "Why Some Advisors Are Daffy For Donor-Advised Funds"
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