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Kiplinger

Business

Adam Nash

Donor-Advised Funds: A Tax-Savvy Way to Rebalance Your Portfolio

A businessman uses his finger to balance coins on one end of a small seesaw.

Rebalancing your portfolio regularly is one of the basic fundamentals of sound long-term investing. The good news for long-term investors is that if you regularly give to charity, there is a tax-efficient way to rebalance your portfolio — the donor-advised fund.

Financial Freedom in Retirement Is All About Cash Flow

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