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ParkBridge Webinar: “CRTs as “Stretch IRA" Substitutes”

February 15, 2024

I really enjoyed hosting the webinar this morning on “CRTs as “Stretch IRA" Substitutes” featuring guest presenter, Evan Unzelman, Chief Executive Officer, CRT Experts, LLC.

This program was given to a national audience of accountants, attorneys, wealth advisors, and high-net-worth investors.

Watch the recording here:

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o Topic: “CRTs as “Stretch IRA” Substitutes”

o Date: Thursday, February 15th 2024 @ 8:30am (30 minute program)

o Host/Moderator: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management

o Speaker: Evan Unzelman, Chief Executive Officer, CRT Experts LLC

o Webinar Description: Without planning, the SECURE Act requires heirs to withdraw and pay tax on an inherited IRA within ten years. If implemented correctly, designating a charitable remainder trust as the beneficiary of an existing IRA creates more lifetime spendable income for heirs, reduces income taxes during the crucial ten years following the client’s death, and maximizes overall family wealth. We will discuss how it works, which clients benefit most, and how the planning is implemented.