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3rd Level Strategies

Content and resources around charitable giving and impact planning

Roth Conversion with Contribution to Donor Advised Fund

January 2, 2022
Shawn Powell

Donor Advised Funds (DAF)

January 2, 2022
Shawn Powell

Qualified Charitable Distributions

January 2, 2022
Shawn Powell
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A fee-only financial planning and investment management firm specializing in planned giving.

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shawn@3rdlevelwealth.com

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