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

Video - 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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James Lange, CPA

Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania.  He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again.  He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans.  His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans.  Jim's advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger's Retirement Reports and The Tax Adviser (AICPA).  Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.

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