Episode 44: IN FOCUS: “CRTs as “Stretch IRA” Substitutes”
Jonathan On Money21 Feb 2024

Episode 44: IN FOCUS: “CRTs as “Stretch IRA” Substitutes”

This week, join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will discuss will “CRTs as “Stretch IRA” Substitutes” featuring Evan Unzelman, Chief Executive Officer of CRT Experts LLC based in Leesburg, Virginia.

Today’s show will cover how without proper planning, the SECURE Act requires heirs to withdraw and pay tax on an inherited IRA within ten years. If implemented correctly, designating a charitable remainder trust or CRT, as the beneficiary of an existing IRA creates more lifetime spendable income for heirs, reduces income taxes during the crucial ten years following the client’s death, and maximizes overall family wealth. We will discuss how it works, which clients benefit most, and how the planning is implemented.

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