The Power of a Charitable Remainder Trust!
Автор: Yeomans Consulting Group, Inc
Загружено: 2025-09-09
Просмотров: 236
Описание:
In this week’s episode of Coffee With Your Retirement Coach, we take a deeper look at Charitable Remainder Trusts (CRTs) and how they can enhance both your charitable giving and tax strategy.
From real client examples to powerful pairings like CRTs and Roth conversions, we’re sharing actionable insights to help you reduce taxes, build a legacy, and increase long-term impact. We also explore donor-advised funds and the importance of coordination between your advisor, CPA, and attorney for optimal results.
🎧 Tune in now and discover how generosity can shape your retirement future: https://heyor.ca/DOsHBT
#YeomansConsultingGroup #CoffeeWithYourRetirementCoach #CharitableRemainderTrust #RothConversions #CharitableGiving #TaxPlanning #CRTs
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