Unlocking Legacy: How Charitable Remainder Trusts Can Replace the Stretch IRA
Date & Time:
May 8th at 2:00 PM CDT.
In light of recent changes to retirement account rules, many individuals are seeking effective alternatives to the traditional “stretch IRA” for legacy and tax planning. This webinar will explore how Charitable Remainder Trusts (CRTs) can serve as powerful substitutes, providing both income and charitable benefits for your estate plan.
Key topics will include:
- The impact of SECURE Act changes on inherited IRAs
- How CRTs can replicate or improve upon the stretch IRA strategy
- Tax and legacy planning advantages of CRTs
- Practical steps for implementation
Who should attend:
Anyone interested in optimizing retirement assets, enhancing charitable giving, or updating their estate plan in light of recent legislative changes.
How to register:
Please email Lois at [email protected] to sign up for the webinar, or reply to this email and we will reserve your spot.
We look forward to your participation in this informative session. If you have any questions, please feel free to contact us.