411: How Charitable Remainder Trusts Can Help Maximize Your Retirement Savings
Retire With Purpose - The Retirement Podcast
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Considerations and Uses of Charitable Remainder Trusts
This chapter discusses the factors to consider when establishing a charitable remainder trust, including cash flow needs, deductibility limits, and the use of cash or appreciated stock for public charities or private foundations. It also explores the strategy of staggering trusts for maximum deductions and highlights common uses of charitable remainder trusts.
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