Posts Tagged ‘irrevocable trust’


Charitable Remainder Trusts

Icon Provided by Joseph Regenstein IV, CMFC on April 17, 2012

Killing Several Birds with One Stone In planning for your retirement, you may face several financial issues. Maybe you’d like to generate retirement income, but don’t want to pay capital gains tax on investments you’ve held for several years. Perhaps you’d like to minimize your income taxes during retirement. You also might like to reduce [...]

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