Charitable Remainder Trust (CRT) Questions: Q&A #2109


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By Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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.

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