Uploaded February 2026 | Updated September 2026, 3 weeks ago
If you have a highly appreciated asset, like tech stock you bought in the 90s or a rental property that’s tripled in value, selling it can feel like a trap. You want the cash for retirement, but you don't want to lose 25%+ to capital gains.
In retirement, we look for ways to turn "locked-up" wealth into "spendable" income. A Charitable Remainder Trust (CRT) is the ultimate "have your cake and eat it too" tool. You get an immediate tax break, a lifetime of income, and you leave a legacy for a cause you care about.
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning #realestate
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
RB Wealth and LPL Financial do not provide legal advice or tax services. This information is not intended to be a substitute for specific individualized tax or legal advice. Please consult your legal advisor or tax advisor regarding your specific situation.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
If you have a highly appreciated asset, like tech stock you bought in the 90s or a rental property that’s tripled in value, selling it can feel like a trap. You want the cash for retirement, but you don't want to lose 25%+ to capital gains.
In retirement, we look for ways to turn "locked-up" wealth into "spendable" income. A Charitable Remainder Trust (CRT) is the ultimate "have your cake and eat it too" tool. You get an immediate tax break, a lifetime of income, and you leave a legacy for a cause you care about.
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning #realestate
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
RB Wealth and LPL Financial do not provide legal advice or tax services. This information is not intended to be a substitute for specific individualized tax or legal advice. Please consult your legal advisor or tax advisor regarding your specific situation.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
