Sneak Peek Alert!
Want to learn more about the Charitable Remainder Trusts that Jim mentions in the article?
Click the image below for a special sneak peek of Jim’s Charitable Trusts video, a part of the latest video series,
How IRA Owners Can Beat the New Death Tax
Charitable Remainder Trusts or CRTs are not only important if you are a charitable individual, but also a clever, legal, and creative way to protect your heirs from the dangers of going broke thanks to the dreaded SECURE Act. To learn more get Jim’s book at https://www.amazon.com/Retirement-Owners-Guide-Beating-Death-ebook/dp/B08DJ5LJDH/
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