Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert.

As with many individuals trying to live in the FIRE (financial independence, retire early) world, there is always a question ...

The sale was conducted through the CRUT Trust, a charitable remainder unitrust. SiriusPoint Ltd (NYSE:SPNT): Director Daniel S. Loeb sold 4,106,631 common shares at an average price of $13.71 per ...

The sale was conducted through the CRUT Trust, a charitable remainder unitrust. SiriusPoint Ltd (NYSE:SPNT): Director Daniel S. Loeb sold 4,106,631 common shares at an average price of $13.71 per ...

Advisors can introduce charitable strategies such as a charitable remainder trust to diversify these holdings. A CRT can provide clients with a higher income than dividends, as well as an up-front ...

If you want to give the assets in the IRA to a charity but your current husband is angered by that suggestion, you need to think carefully about what course of action makes the most sense given your ...

Another example is a charitable remainder trust (CRT), which allows you to donate to a charity while still generating income for yourself or a loved one. You create the CRT by transferring assets ...

Retirees naturally want to get the most out of the money they spent a lifetime saving — but sometimes Uncle Sam intervenes. Taxes can eat away at a retirement portfolio, leaving you less for ...