Maximize Income and Impact: The Benefits of Charitable Remainder Trusts 💰
Автор: Yeomans Consulting Group, Inc
Загружено: 2025-08-20
Просмотров: 336
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Have low-basis company stock and are concerned about a looming capital gains tax? One of the most effective strategies to consider is placing those highly appreciated assets into a Charitable Remainder Trust (CRT).
A CRT can help you defer taxes, generate lifetime income, and support the charitable causes that matter to you most. But thoughtful planning is essential; working with qualified professionals ensures you're maximizing deductions and making financially responsible decisions.
🎧 In this week’s episode of Coffee With Your Retirement Coach, we break down how this powerful strategy works and when it might be right for you.
Listen now: https://heyor.ca/NTu7HK
#YeomansConsultingGroup #CoffeeWithYourRetirementCoach #CharitableRemainderTrust #TaxStrategy #CapitalGainsPlanning #LegacyPlanning #SmartGiving #RothConversions #CharitableGiving #CRTs
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