Troy Smith, of Wake Wealth Management, provides financial thought leadership for alternatives to charitable gift annuities for those with more than $200,000 to give, or that don’t want to relinquish control over their investment.
Read Full Article… Still, charitable gift annuities aren’t the best option for everyone who wants to make a gift and generate income simultaneously, says Troy Smith, a certified financial planner in Raleigh, N.C. For those with more than $200,000 to give – or for anyone who doesn’t want to relinquish control over their investment – Mr. Smith recommends establishing a charitable remainder trust (CRT) instead. …Troy M. Smith, CFP®
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