Charitable Remainder Trusts: Stretching Your IRA Beyond 10 Years

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Charitable Remainder Trusts: Stretching Your IRA Beyond 10 Years

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About this listen

The Secure Act ended the "Stretch IRA" for most heirs, but a Charitable Remainder Trust can provide a powerful alternative. In this episode, Zach Morris and estate attorney Ritesh Patel explore how CRTs work, their tax benefits, and how they can extend IRA payouts for beneficiaries while supporting charitable causes.

Connect With Ritesh

Email /// Website

Phone: 770-857-4812

Download "Retirement By Design": https://bit.ly/RetirmentByDesignCRT

Learn About Paces Ferry Wealth Advisors: https://bit.ly/AboutUsct

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