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Neil Himmelstein Presents: The Main Street Code for Financial SuccessAuthor: Neil Himmelstein
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's new radio show "The Main Street Code for Financial Success" www.themainstreetcode.com Main Street Planning Group is a full service insurance brokerage firm. The firm is designed to accommodate the needs of agencies, agents, and clients with comprehensive products and services to help save and protect client's assets. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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The Main Street Code - Charitable Remainder Trusts—Lifetime Income + Lower Capital Gains Taxes - S7E9
Episode 9
Monday, 2 March, 2026
Welcome to The Main Street Code for Financial Success!In this episode, Neil Himmelstein brings a Wall Street strategy down to Main Street by breaking down charitable remainder trusts (CRTs) and how they can help turn a highly appreciated asset—like a Long Island farm, stock portfolio, or business—into tax-favored lifetime income while reducing the immediate hit from capital gains taxes. Neil explains how a CRT works, why the charity can sell the asset in a tax-advantaged way, and how you may also receive a charitable deduction, with the charity receiving the remainder later on. He also covers how this strategy can be paired with a wealth replacement plan using life insurance to help protect your legacy, and how CRT planning may complement IRA distribution strategies under SECURE Act 2.0.Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.Catch episodes on YouTube, Spotify & Apple Podcasts.Visit www.themainstreetcode.com for more information.
