Maximizing Charitable Contributions and Health Savings

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This chapter explores the advantages of donating appreciated securities through donor-advised funds (DAFs) and the nuances of giving real estate to charity. It also highlights the benefits of early contributions to Health Savings Accounts (HSAs) while introducing SOPHIE for financial management support and offering special discounts on financial literacy resources.

Today we talk more about the new Vanguard CEO and Ascensus acquiring Vanguards's individual 401(k) business. We answer a few questions about DAFs and if appreciated securities are a reasonable alternative to DAFs. We talk about donating real estate to charity and then get into detail about contributing to your non dependent adult child's HSA.

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