Oak Road Wealth Management
Financial Insights Series
Exclusive Strategy
Unlock the Power
of QCDs
Inside Look
Donor-Advised
Funds 101
Tax
Smart
Giving
The definitive guide for pre-retirees & retirees to maximize impact and minimize tax liability.
Vol. 01 | 2025 Edition
Are you missing out on tax savings?
The tax code is complex, but it favors the philanthropic. Don't let another tax year pass without reviewing your giving strategy. This 10-page guide cuts through the jargon and gives you actionable steps.
Our insights have been featured in
Stop Overpaying Taxes on Your Generosity.
Most pre-retirees and retirees give inefficiently. Our complimentary guide reveals the strategies used by the wealthy to maximize impact while minimizing tax liability.
Smart Giving is About More Than Just "Writing a Check"
Many investors unknowingly trigger unnecessary taxes when donating cash. This guide explains how to reverse that trend.
Appreciated Stock
Why selling stock to donate cash is often a mistake—and how donating the stock directly can eliminate capital gains tax.
Qualified Charitable Distributions
If you are over 70½, discover how to satisfy your RMDs and lower your taxable income simultaneously.
Donor-Advised Funds
Learn how to "bunch" several years of donations into one tax year to exceed the standard deduction threshold.
About Oak Road Wealth Management
We are a Fee-Only, Fiduciary Registered Investment Advisor (RIA) serving pre-retirees and retirees. We do not sell products or earn commissions. Our only incentive is to help you grow and protect your wealth.