The Investor Coaching Show with Paul Winkler
Business:Investing
The laws have changed around inherited IRAs, forcing most investors to remove the money within 10 years. Today, Paul and Evan discuss if charitable remainder unitrusts (CRUTs) could be a suitable place to invest the money and maximize the tax strategy for beneficiaries. Listen along to learn more about CRUTs and what happens if you don't use them for their intended purpose.
You can now ask Paul, The Investor Coach, any question for him to answer on the show. Submit your questions here: paulwinkler.com/question.
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