411: How Charitable Remainder Trusts Can Help Maximize Your Retirement Savings
Retire With Purpose - The Retirement Podcast
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Maximizing Retirement Savings with Charitable Remainder Trusts
This chapter explores the benefits of using charitable remainder trusts (CRTs) to maximize retirement savings. It discusses how CRTs allow individuals to set assets and receive a charitable deduction, reducing tax deferred dollars and ensuring a more tax efficient retirement. It also highlights the tax exempt nature of CRTs and provides an example of how they can help minimize taxes on capital gains.
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