CRUT

How to handle CRUT income?

Tags: 

I'm considering a CRUT but am not sure how to handle the income. For withdrawals I'm experimenting with using Special Receipts dividing what could be received into ordinary income and capital gains and dividend components. Over my expected lifetime I'm guesstimating a small real percentage portfolio increase each year. However would it be better modeled as a portfolio under Monte Carlo simulation given its makeup (i.e., the usual diversified portfolio created by the charitable institution)?

We use cookies to deliver the best user experience and improve our site.