Charitable Trusts Explained | Introduction to Advanced Charitable Strategies

Do you have a retirement plan that efficiently funds your lifestyle and charitable goals? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

As part of your retirement and legacy plan, do you plan to give to charities and causes you care deeply about?

Many retirees wait until they pass away to give. Often, charitable planning can be accomplished more efficiently while still alive. In fact, it can help you tax plan more efficiently while you're still alive as well.

In this Wealth Wednesday, we are going to cover a few lesser-known legacy planning strategies that relate to charitable trusts. We will discuss:

✅ What is the difference between charitable lead trusts, charitable remainder trusts, charitable remainder unitrusts, and more...

✅ How you can earn a charitable deduction while still living to ease a tax burden while performing a tax strategies like a Roth Conversion

✅ How to ensure you build a charitable trust properly to efficiently meet your retirement and planned giving goals

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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