SummaryIn this episode, Craig Wear discusses how to supercharge your Roth conversion strategy by using donations. He introduces the concept of Qualified Charitable Donations (QCDs) and explains how they can be used to offset taxable minimum distributions. Craig then dives into the benefits and workings of Donor Advised Funds (DAFs), which act as charitable giving accounts. He highlights the tax advantages of DAFs, including immediate tax deductions and the elimination of capital gains tax. Craig concludes with an example demonstrating the combination of Roth conversion and DAFs, and offers recommendations for a coordinated approach.TakeawaysQualified Charitable Donations (QCDs) can be used to offset taxable minimum distributions from IRAs.Donor Advised Funds (DAFs) are flexible charitable giving accounts that offer immediate tax deductions and tax-free growth.Combining Roth conversions with DAFs can result in significant tax savings.Coordinating with a Roth specialist, investment advisor, and CPA is recommended for an effective strategy.Chapters00:00Introduction and Setting the Stage01:25Using Qualified Charitable Donations (QCDs)04:37Donor Advised Funds (DAFs)09:08Tax Benefits of Donor Advised Funds12:28Example: Combining Roth Conversion and Donor Advised Funds15:15Considerations and Recommendations

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