Maximize Your Tax Savings: QCDs, Backdoor Roths & Donor Funds

from Best Advice Podcast Guys · host BestAdvicePodcastGuys

In this episode, Michael Allen of Security Financial Management breaks down practical tax-planning strategies for retirees and high-net-worth individuals. Topics include qualified charitable distributions (QCDs), donor-advised funds, backdoor Roth IRAs, direct indexing with tax-loss harvesting, and the AQR Flex strategy—explaining when each tool can help reduce taxes and how they fit into a broader financial plan. Learn more about the SFM process at https://www.sfmadvisorgroup.com/what-... Consultation with our award-winning team, visit: https://go.oncehub.com/SecurityFinanc...

Episode metadata supplied by the publisher feed · Published Mar 18, 2026

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Maximize Your Tax Savings: QCDs, Backdoor Roths & Donor Funds

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