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Is a Charitable Remainder Trust right for you?

A “stretch” IRA was an estate planning strategy that extended the tax-deferred benefits of an IRA inherited by a non-spouse beneficiary. However, with the passage of the Setting Every Community Up for Retirement Enhancement Act of 2019 (The SECURE Act), this planning strategy ended on January 1, 2020. There is an option for extending IRA distribution to a child beyond the 10-year limit imposed by the SECURE Act: a Charitable Remainder Trust (CRT).  In James J. Ferraro’s article appearing on, he explains what a CRT is and how it can be used. Read Mr. Ferraro’s article here…

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