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System and method for maximizing after-tax income using split method charitable remainder trusts
System and method for maximizing after-tax income using split method charitable remainder trusts
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机译:使用拆分方法慈善余数信托最大化税后收入的系统和方法
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摘要
A system, method, and apparatus are disclosed for maximizing after-tax income from trusts, including charitable remainder trusts, through balanced distribution of assets between fixed income and equity investments (and possibly tax free and return of principle) based on a customized risk benefit analysis tailored to the unique circumstances and preferences of an individual donor or investor, the customized risk benefit analysis preferably being performed by an investment evaluation service optionally comprising computer or electronic calculations.
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