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Mastering Money

Tune into one of the best retirement shows on the radio! Mastering Money is hosted by Certified Income Specialist™ and best selling author, Steve Jurich (pronounced Jur-itch). Steve is an experienced 20 year veteran of financial services and is licensed in securities, insurance, and real estate. He is a Certified Annuity Specialist® who reviews up to 2700 annuities on a regular basis. As a fiduciary, Steve’s clients enjoy access to the services of Fidelity Institutional, member FINRA, SIPC.
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Dec 15, 2015

It's tax time if you are looking for year-end tax planning ideas and strategies. Since 1969, many, many families have used charitable remainder trusts (CRTs) to increase their incomes, save taxes and benefit charities.

What does a CRT do?
A CRT lets you convert a highly appreciated asset like stock or real estate into lifetime income. It reduces your income taxes now and estate taxes, if any when you die. You pay no capital gains tax when the asset is sold to your trust. And it lets you help one or more charities that have special meaning to you, besides paying you and your family what can be a lifetime income of at least five percent annually for life. You also can receive the right to take a substantial tax deduction on your tax return. There are two types of CRTs--the Unitrust and the Annuity Trust. Steve and Sinclair break it down and explore.

In the Q & A Segment, Enrolled Agent and Master Instructor with H & R Block, Doris Milton answers key tax questions to make 2015 a little less painful.