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
Stop Tipping the IRS When You Donate
You've worked decades to build your wealth. Don't let the IRS erode your legacy. Discover 3 strategies that allow retirees to donate more, pay less, and protect their legacy. (Hint: Writing a check is the most expensive way to give).
Our insights have been featured in
Quit 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 Fund (DAF)
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. This means we don't sell products, we don't take commissions, and we are legally bound to put your interests ahead of our own profits.