Tag Archives: charitable remainder trust

Capitalize on the SECURE Act 2.0

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Unlocking the Potential of Charitable Remainder Trusts (CRTs) – Part 1

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Overview of the Taxation of Life Income Vehicles: Charitable Remainder Trusts vs. Charitable Gift Annuities

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The Charitable Remainder Trust as the Solution to the SECURE Act Setbacks

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Testamentary CRUT with Income Between Spouse and Charity

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The Demise of the “Stretch” IRA: How Does the SECURE Act Affect Trust Planning for Retirement Benefits? A Step-by-Step Approach to Offer Your Clients a TaxWise Solution

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