Manage episode 286054195 series 2501672
Jim, Chris, and Peter Scott pick up from EDU Show #2108 to continue the discussion and answer listeners questions relating to charitable remainder trusts (CRTs).
(4:00) A listener asks a question about when CRTs are appropriate and who they’re appropriate for.
(13:45) A couple with a disabled son looks for clarification on the details of how much CRTs can pay out to beneficiaries.
(28:00) A listener wonders whether the beneficial use of CRTs only applies to taxable retirement accounts or Roth retirement accounts as well.
(33:35) George describes a potential provision of CRTs and looks for clarification as to whether it can be useful to get higher distributions from the trust itself.
(41:00) A listener calculates the costs for administrative and tax filling fees of CRTs and asks if it’s a reasonable cost assumption or not.
The post Charitable Remainder Trust (CRT) Questions: Q&A #2109 appeared first on The Retirement and IRA Show.