Tax-Efficient Philanthropy With Charitable Remainder Trusts (Ep. 65)
Live Life Liberated
English - November 30, 2022 12:00 - 38 minutes - 71.1 MBInvesting Business Management Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Centura Client Experience from Retired Executives Point of View (Ep. 64)
Historically, many Americans have been quite charitably inclined. If you are one of them, your philanthropic efforts can be optimized with Charitable Remainder Trusts (CRTs) that help you minimize your taxes when donating to your favorite organizations. In this episode, Derek Myron and Kyle Malmstrom explain the benefits and risks of Charitable Remainder Trusts (CRTs) …