Crypto Tax Exempt Trusts

Unique Planning for CryptoCurency

Riding the Crypto wave has not been easy or for the faint of heart. For those who held fast and had faith it may be time to reep some of the rewards, but the cut to the IRS causes some to think twice.

Crypto Taxation

Many Crypto investors do not want to gift the government 15% to 38% of their Crypto investment proceeds. For those who have been successful, it has not been an easy investment or an easy journey.

How much you sell in a calendar year and where you live can make a large impact on your tax rates.

Opportunity of using a Tax-Exempt Trust

Tax-exempt trusts that have been well entrenched in the tax code since 1969 can be used to accomplish a tax-free sale of Crypto. These trusts also provide income for life, lives, and/or a term of years. Since a remainder interest will benefit charity or your own donor advised fund, they provide an income tax deduction at the time of the gift that can be used to sell Crypto outside of the Trust tax efficiently. This can help you accomplish goals like buying a larger and/or a second home.

If gifting a portion of your proceeds to charity or a family donor advised fund causes pause, know that only 10% or the remainder interest has to benefit charity. When you run the numbers, unless there is a premature death(s), the family will win buy giving some to charity and keeping more of their assets working harder for them. Also there are other investment tools that be used to provide good tax effiencies.

One of the many types of tax exempt trust can provide steady annuity payments to ensure income through a crypto winter. There are many ways to set up these flexible trusts to accomplish your unique goals and objectives.

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