KDI Wealth Alchemist EP 27: Optimize Your Tax Strategy

About this episode

The episode discusses various tax strategies and investment options to optimize tax savings.

Join KDI Wealth Alchemist hosts Associate Advisor Dylan Justice and Vice President Shane Keith as they dive into topics like Qualified Charitable Distributions (QCDs), Donor Advised Funds (DAFs), tax‑loss harvesting, and backdoor Roth IRAs, explaining how each strategy works, who they’re best suited for, and how they can create meaningful tax savings over time. They also discuss tax‑efficient investment options such as municipal bonds, the evolving flexibility of 529 plans, and how thoughtful...

People in this episode

Hosts: Dylan Justice, Shane Keith

Topics covered

• tax strategy
• Qualified Charitable Distributions
• Donor Advised Funds
• tax-loss harvesting
• backdoor Roth IRAs
• tax-efficient investments

Keywords

• tax strategy
• Qualified Charitable Distributions
• Donor Advised Funds
• tax-loss harvesting
• backdoor Roth IRAs
• municipal bonds
• 529 plans

Mentioned in this episode

Organizations: KDI Wealth Management

Books & works: Qualified Charitable Distributions, Donor Advised Funds, tax‑loss harvesting, backdoor Roth IRAs, municipal bonds, 529 plans

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