How You Can Use Charitable Remainder Trusts to Be Generous and Save a Lot of Money in Retirement

Have you heard of Charitable Remainder Trusts? Probably not - this underrated strategy has been widely dismissed as a means to reduce tax liability and create an additional income stream in retirement. If you are passionate about giving, especially if you are a high-income earner, you won’t want to miss Troy Sharpe as he goes through the three main types of trusts, the benefits of each, and how to determine which might be a great fit for your portfolio.

Need more help with retirement tax strategy? Here are a few videos you might want to check out:
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💵 Step 4 of the Retirement Success Plan: Tax Planning    • Step 3 of Retirement Success Plan: Ta...  
💵 2 Retirement Tax Planning Strategies to Save THOUSANDS in Your Retirement Portfolio ​​   • 2 Retirement Tax Planning Strategies ...  

Do you need a Retirement Success Plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or fill out this form for a free consultation: https://click2retire.com/charitable-r...

Disclaimer:
This video discusses fixed-income investing and utilizes the 10-year U.S. treasury as a general representative fixed-income investment. Conclusions reached, opinions stated, and downside risks and potential returns presented should not be construed as applying to other types of bonds or fixed-income assets. Other types of fixed-income products carry different levels of risk and return potential and should be evaluated as an element of a diversified portfolio with your specific risk tolerance, investment objectives, and timeline in mind. Nothing in this video is investment advice, an investment recommendation, or an offer to buy or sell any security. Investing involves risk.

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