Charitable Remainder Trusts - Tax Strategy
Автор: Patrick Lonergan
Загружено: 2024-12-16
Просмотров: 338
Описание:
✨ A strategy must align with your goals—not just reduce your taxes.
This episode of Vital Wealth Strategies explores:
🔍 Charitable Remainder Trusts: What they are and when they work best.
💡 The benefits and limitations of CRTs in capital gains tax strategies.
🎯 Why flexibility and alignment with your goals are key to successful wealth planning.
Learn how to integrate tax strategies into a comprehensive financial plan.
#TaxStrategy #CharitableRemainderTrust #FinancialPlanning #WealthManagement #VitalWealthStrategies
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Transcript available at: https://vitalstrategies.com/episodes/
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Credits:
Sponsored by Vital Wealth at vitalwealth.com
Music by Cephas: https://open.spotify.com/artist/6ullB...
Podcast audio and video produced by www.twotonecreative.com
Research and copywriting by Victoria O'Brien
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