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The Faux Stretch IRA With A Charitable Twist

Nebraska CPA
July/August 2021

The Setting Every Community Up for Retirement Enhancement (SECURE) Act limited the availability of “stretch IRAs” to few potential beneficiaries. Now, most beneficiaries who inherit an individual retirement account (IRA) must withdraw the assets within 10 years. Notwithstanding, a faux stretch IRA can be achieved by contributing an IRA to a Charitable Remainder Trust (CRT).

Craig Benson and Nick O'Brien discuss Charitable Remainder Trusts and tax-efficient strategies using CRTs in the July/August 2021 issue of the Nebraska CPA, linked below.

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