Using a CRUT to SECURE the Benefits of a Stretch IRA Trust

#Lifestyle Wealth


The new 10-year payout for most retirement plan accounts has created renewed interest in naming a charitable remainder trust as beneficiary to avoid income tax on retirement account assets. Let’s examine whether the juice is worth the squeeze.  

https://www.wealthmanagement.com/estate-planning/using-crut-secure-benefits-stretch-ira-trust

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