Katelyn and Chelsea discuss mid-career retirement planning for women, offering strategies to support a successful retirement during various life events, including after career breaks. They also explore Donor-Advised Funds (DAFs) and discuss the potential benefits of the "bunching" strategy for charitable giving.
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The Fed15 Podcast: Mid-Career Retirement Planning for Women and the Benefits of Donor-Advised Funds
Chelsea highlights that retirement planning is not one-size-fits-all, particularly for women. She explores the unique factors that can impact women's retirement and offers data to support this. Chelsea explains how certain life events can affect TSP balances and provides tips for managing these challenges. She also discusses valuable tools, including IRAs and catch-up contributions, to help women effectively plan for a secure retirement.
Katelyn explores Donor-Advised Funds (DAFs), explaining how they work and how they can maximize charitable giving. She highlights benefits like simplified paperwork, tax advantages, and the flexibility to support multiple charities from a single account. Katelyn also discusses the "bunching" strategy and shares how to amplify its impact by donating appreciated stock instead of cash—a smart, tax-efficient approach for donors.
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