How to Stretch Retirement Savings with a CRUT
Friday, November 13, 2020
2:50 PM - 3:50 PM (PST)
Reynolds Cafferata

Join the experienced speaker as he analyzes the benefits of naming a CRUT as the beneficiary of an IRA for a person who does not qualify for lifetime distributions under the SECURE Act. The speaker also looks at the numbers in terms of after tax distributions, present value of benefits, taxes, benefits to more remote descendants and charitable impact to see what best meets the client’s goals.