How Charitable Remainder Trusts Cut Your 2026 Tax Bill

In this episode, Lucas and Luna explore charitable remainder trusts as a powerful 2026 tax strategy. They break down how a CRT lets you donate appreciated assets, avoid immediate capital gains, and secure a lifetime income stream. Using a concrete example with $500,000 in appreciated stock, they walk through the mechanics, the tax math, and the key IRS rules, including payout rates and the 10% remainder requirement. They also weigh the pros and cons, discuss who benefits most, and compare CRTs with donor-advised funds and direct donations. By the end, you'll understand how a CRT can be a win-win for your portfolio and a cause you care about, plus when it might not be worth the complexity. The episode also touches on how listener support keeps the podcast ad-free, with a nod to buy me a coffee dot com slash fexingo. #CharitableRemainderTrust #CRT #TaxPlanning #CapitalGains #AppreciatedAssets #CharitableGiving #IncomeStream #IRS #TrustLaw #EstatePlanning #TaxDeduction #DonorAdvisedFund #WealthManagement #Finance #Business #FexingoBusiness #BusinessPodcast #TaxStrategy Keep every episode free: buymeacoffee.com/fexingo