Skip to Content

Charitable Remainder Trusts and Charitable Distributions

Charitable Remainder Trusts can help offset capital gains taxes during the sale of a property and charitable donations could potentially leave money on the table at tax time if you're 70 1/2 or older and not making donations as Qualified Charitable Distributions from your IRA. . . . The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.