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Donating Retirement Assets (Part 3) - Roth Conversions & Charity

Donating Retirement Assets (Part 3) - Roth Conversions & Charity

Update: 2017-04-06

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Description

A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).

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Life Insurance in Charitable Planning (Part 4) - Creating New Policies for Charity

Life Insurance in Charitable Planning (Part 4) - Creating New Policies for Charity

2017-04-0620:37

Life Insurance in Charitable Planning (Part 3) - Giving Existing Policies

Life Insurance in Charitable Planning (Part 3) - Giving Existing Policies

2017-04-0620:37

Life Insurance in Charitable Planning (Part 2) - The ILIT

Life Insurance in Charitable Planning (Part 2) - The ILIT

2017-04-0614:22

Life Insurance in Charitable Planning (Part 1) - Wealth Replacement

Life Insurance in Charitable Planning (Part 1) - Wealth Replacement

2017-04-0623:50

Donating Retirement Assets (Part 3) - Roth Conversions & Charity

Donating Retirement Assets (Part 3) - Roth Conversions & Charity

2017-04-0608:22

Donating Retirement Assets (Part 2) - Giving at Death

Donating Retirement Assets (Part 2) - Giving at Death

2017-04-0612:56

Donating Retirement Assets (Part 1) - Giving During Life

Donating Retirement Assets (Part 1) - Giving During Life

2017-04-0613:09

Charitable Lead Trusts (Part 4) - Income Tax Planning

Charitable Lead Trusts (Part 4) - Income Tax Planning

2017-04-0618:18

Charitable Lead Trusts (Part 3) - Special Trust Types

Charitable Lead Trusts (Part 3) - Special Trust Types

2017-04-0616:44

Charitable Lead Trusts (Part 2) - Estate Tax Calculations

Charitable Lead Trusts (Part 2) - Estate Tax Calculations

2017-04-0614:44

Charitable Lead Trusts (Part 1) - Introduction

Charitable Lead Trusts (Part 1) - Introduction

2017-04-0618:23

Charitable Remainder Trusts (Part 6) - Solutions & Problems

Charitable Remainder Trusts (Part 6) - Solutions & Problems

2017-04-0613:05

Charitable Remainder Trusts (Part 5) - Special Trust Types

Charitable Remainder Trusts (Part 5) - Special Trust Types

2017-04-0614:35

Charitable Remainder Trusts (Part 4) - Taxing Distributions

Charitable Remainder Trusts (Part 4) - Taxing Distributions

2017-04-0609:36

Charitable Remainder Trusts (Part 3) - Calculating Deductions

Charitable Remainder Trusts (Part 3) - Calculating Deductions

2017-04-0627:14

Charitable Remainder Trusts (Part 2) - Tax Benefits

Charitable Remainder Trusts (Part 2) - Tax Benefits

2017-04-0617:30

Charitable Remainder Trusts (Part 1) - Introduction

Charitable Remainder Trusts (Part 1) - Introduction

2017-04-0616:20

Private Foundations (Part 7) - Donor Advised Funds

Private Foundations (Part 7) - Donor Advised Funds

2017-04-0607:55

Private Foundations (Part 6) - Investments

Private Foundations (Part 6) - Investments

2017-04-0613:55

Private Foundations (Part 5) - Distributing Income

Private Foundations (Part 5) - Distributing Income

2017-04-0610:13

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Donating Retirement Assets (Part 3) - Roth Conversions & Charity

Donating Retirement Assets (Part 3) - Roth Conversions & Charity