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

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  • Опубликовано: 11 сен 2024

Комментарии • 11

  • @MrMoDriven
    @MrMoDriven Год назад +4

    Great videos as always, but the special sound effect of the “swoosh” was very annoying.

    • @OakHarvestFinancialGroup
      @OakHarvestFinancialGroup  Год назад

      Thank you @MrMoDriven - We hear you and will keep that in mind for future videos. Glad you enjoyed the content anyways!

  • @stockstudy8633
    @stockstudy8633 3 месяца назад +1

    Thanks for creating this great video! But long term capital gain is 20%, not 30%

  • @ItsEverythingElse
    @ItsEverythingElse Год назад +2

    Good information but the sound effects are really distracting and completely unnecessary.

    • @OakHarvestFinancialGroup
      @OakHarvestFinancialGroup  Год назад +1

      Thanks for watching, and for your feedback! We'll keep that in mind for future videos.

  • @collazo49
    @collazo49 Год назад +2

    Definately a different strategy. Can the original source of the income for the fund come from a tax exempt IRA or 401K? Or does it have to be money that has initially been taxed already (such as Investmetnt accounts and Roth IRA)?

  • @timduffin5600
    @timduffin5600 5 месяцев назад +1

    Can an LLC be put into a trust just prior to selling it?

  • @senlin5635
    @senlin5635 2 дня назад

    Can you explain how the $172k tax benefit is calculated? Am I correct in understanding that the $172k tax benefit is gained when the CRAT is created?

  • @swright5690
    @swright5690 Год назад +1

    Mind blown.

  • @Erginartesia
    @Erginartesia Год назад

    Sooooo … is this primarily a way to avoid RMDs?