Charitable Remainder Trusts Part 2: EDU #2504

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 22 January 2025

⏱️ 89 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jim, Chris, and guest Paul Neiffer, CPA, continue their discussion on Charitable Remainder Trusts. They also answer listener questions related to CRTs, CRATs and CRUTs.

Transcript

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0:00.0	The retirement and IRA show represents the words and views of the show hosts exclusively and should not be construed as investment legal or tax advice.
0:07.0	All information is believed to be from reliable sources.
0:09.2	However, we make no representation as to its completeness or accuracy.
0:12.1	All economic and performance information is historical in nature and is not indicative of any future results.
0:16.6	Any indices mentioned on the show are unmanaged and cannot be invested indirectly.
0:20.0	Diversification and asset allocation strategies do not assure profit or protect against loss.
0:23.9	Never make any investment or financial decisions based on information offered on this show without first consulting your financial legal or tax advisor.
0:29.8	Financial planning services offered through Jim Solnior and Associates LLC, a registered investment advisor. Advisor.
0:47.2	This is the retirement and IRA show coming to you from beautiful Northern Colorado.
0:52.9	Join us as certified financial planner Jim Sonier, as well as Colorado State University finance instructor and certified financial planner Chris Stein, teach you about IRAs,
0:58.3	401k, annuities, social security, pension plans, and estate planning in a fun and enjoyable show.
1:05.5	Whether you are listening live in Colorado or streaming from their website or iTunes podcast,
1:12.5	Jim and Chris want you to know that they're available to help you plan for your retirement.
1:15.4	Just visit their website at Jimhelps.com.
1:18.6	That's Jim H-E-L-P-S.com and click the Meet the Team button on the homepage.
1:24.9	Now here's Jim and Chris with today's show.
1:29.1	Hello and welcome to The Retirement and IRA show, EDU edition. On today's show, we're
1:34.6	going to get back to a topic that we started a little over a month ago, actually. We've
1:39.1	been promising a follow-up EDU show, and today's the day. This is, uh, kind of extending our conversation on
1:46.9	charitable remainder trusts, CRTs, is how they're affectionally known in the, in the financial
1:53.2	planning business. Um, and we started this discussion on the show that released on December 18th of
1:59.2	2024. That was EDU show number 2451 if you're looking for it.
	...

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