CRUTS are Charitable Remainder Trusts.
Any time you are dealing with charitable planning, you must first have the charitable intent.
You can find some tax benefits that go along with that charitable intent, but you have to start with the charitable intention.
Ultimately, the charity is almost always going to benefit more than the donor.
For more information, visit the show notes at http://www.bigpictureretirement.net/099
Part 2 of the conversation about active versus passive investing with guest Rick Ferri, author of Smart Money.
For more information, visit the show notes at https://www.bigpictureretirement.net/098
This week, Devin welcomes Rick Ferri to the show to talk about active versus passive investing.
But before the interview gets started, John and Devin have an entertaining conversation about the recently released 2019 Social Security and Medicare adjusted numbers, including:
For more information, visit the show notes at http://www.bigpictureretirement.net/097