CRT Solutions for SECURE Act Tax Disaster

CRT Solutions for SECURE Act Tax Disaster

Regular price $129.00

Millions of parents with a “creative spender” child need a trust for their traditional IRA, 401(k) or other qualified plan. However, the SECURE Act repealed the stretch IRA plan, and many conduit trusts will have a total IRA payout in the tenth year at the maximum state and federal income tax rate. The conduit trust income tax disaster is only partially avoided with an accumulation trust – the retained funds are depleted by 37% federal and up to 13.3% state taxes. The solution is a CRT with tax-free growth, protection of principal, payouts for 20 years or life and favorable tax planning for children.

Presenter: A. Charles Schultz

CLE: 1.0 General credits  

States Pre-Approved: AR, CA, CO, NJ, NY, OK, PA, VT

(AK, AZ, CT, MO, NH eligible to claim credit)

We will supply you with the information needed to self-apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance. 

WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.


More from this collection