facebook pixel
The Wealthy Use This Strategy to Beat Capital Gains Tax. Ever hear of the Charitable Remainder Unitrust? It’s one of the most powerful tools in the wealth planning toolkit — especially if you’re holding highly appreciated assets like crypto or stock. Here’s the problem: Sell that asset outright? ➡️ You get hit with capital gains tax. That means less money reinvested, and more handed over to the IRS. Now here’s the solution 👇 🔹 You set up a Charitable Remainder Unitrust (CRUT). 🔹 You contribute the appreciated asset to the trust. 🔹 You get a charitable deduction (up front!). 🔹 The trust sells the asset tax-free. 🔹 You reinvest inside the trust — no erosion. 🔹 You (or others you name) receive annual payouts for a set term. 🔹 At the end, the remaining amount goes to a charity of your choice. ⚠️ Bonus: The bigger the trust grows, the larger the payouts — Because you’re pulling a percentage, not a flat dollar amount. So yes — This lets you defer...
https://www.instagram.com/p/DLnWmYvxava
Posted on Instagram ·

 12.3k

 123

 13

 12.3k

Credits
Suggested Credits

Credits on Gondola describe each credited role and may be incomplete. A brand or featured person is not necessarily the creator.

Tags, Events, and Projects