How Charitable Remainder Trusts Can Help Maximize Your Retirement Savings

Are you looking to maximize your tax-efficiency and are you charitably-inclined? In this episode of the Retire With Purpose Podcast, we’re exploring how you can address both initiatives with the same assets through the utilization of a Charitable Remainder Trust (CRT), as well as variations of this financial vehicle and how they work.
Join us as we discuss:
* Why CRTs can be helpful even if you’re not charitably-minded.
* How CRTs work while you’re living, as well as how they function after you pass.
* Rules and regulations that come along with CRTs.
* The variations of CRT investment vehicles and how they differ.
* Why and how CRTs can be “staggered”.
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ABOUT YOUR HOST CASEY WEADE:
Casey Weade is the CEO and Founder of Howard Bailey Financial. He graduated from Stetson University with a Bachelor's degree in Finance, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), as well as a certified Chartered Financial Consultant® (ChFC®). In addition, Casey is an Investment Advisor Representative (IAR), is licensed in life, accident, and health insurance; and, is also Long-Term Care Certified. When he isn’t helping others find financial freedom, Casey enjoys spending time with his wife and three children, as well as hunting, fishing and golfing.
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Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies.
Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy - the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures.
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DISCLOSURE: Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Job Optional was a #1 Amazon best seller in Retirement Planning on 7/2/19, and a Wall Street Journal eBook Best Seller on 8/9/19. For more information on professional designations, visit www.finra.org/investors/professional-designations.