Can a Charitable Remainder Unitrust Protect Your Heirs From the New IRA Tax Rules?

Can a Charitable Remainder Unitrust Protect Your Heirs From the New IRA Tax Rules?

In this short video, best-selling author James Lange explains how a Charitable Remainder Unitrust (CRUT) works and, under certain circumstances, can protect beneficiaries from the new tax rules proposed by the Death of the Stretch IRA legislation. Jim shows how the income from a trust might help your beneficiaries to continue to stretch and defer income taxes on your IRA in spite of the new rules, but cautions that a CRUT should not become a part of your estate plan until the details of the legislation are finalized.

Are you interested in learning more about the Death of the Stretch IRA legislation? You can watch Jim’s entire 1-hour webinar for free, by clicking this link: http://www.stretchirawebinar.com/.

 

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