Welcome to the Stay Wealthy podcast. I'm your host Taylor Schulte, and today I'm wrapping up our year-end tax planning content by sharing three simple tax planning strategies for everyone to consider. We have exactly two weeks left in the year. And my goal is to help you take action before it's too late.

So if you want to lower your tax bill today and reduce your future taxes in retirement,

today's episode is for you. For all the links and resources mentioned, head over to

you staywealthy.com forward slash 91.

Before we dive into today's topic, I thought that I would share some fun personal news that I've been anxiously sitting on for a few months now.

So in June of next year, my wife and I will be having a baby girl.

And as some of you guys know, we have two little

boys already. Our oldest is three and a half. Our youngest, he just turned two. So this will be our

third. And it will also be our final. It's been a long, challenging road for us. And we're just

feeling extra blessed right now to be able to complete our little family. I'm excited to have completed my foursome for the golf course. I've got me and three little kids that I'll be able to take out there and hopefully play some golf with. So I'm excited. We're all excited. If you're on my email list, I'll be keeping everyone updated and sharing pictures from time to time. And by the way, we plan to stick with another S name.

My two boys are Sawyer and Sutton, and we're going to stick with another S name this time around.

So if you have any favorite S names, feel free to send them on over.

Also, before we jump into today's topic, I want to clarify a point that I made in episode

number 89 when I talked about coordinating

donor advised fund contributions with Roth conversions.

And I'm actually kind of surprised that nobody out there called me out on this.

You guys are really smart.

I get emails from you all the time.

But this one, you didn't call me out on it.

And that's okay.

But I made a comment that contributing

appreciated securities to a donor advised fund is a way to maximize the tax benefit of a contribution.

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