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Charitable Remainder Trusts: Stretching Your IRA Beyond 10 Years

The Secure Act ended the “Stretch IRA” for most heirs, but a Charitable Remainder Trust can provide a powerful alternative. In this episode, Zach Morris and estate attorney Ritesh Patel explore how CRTs work, their tax benefits, and how they can extend IRA payouts for beneficiaries while supporting charitable causes.

Connect With Ritesh

Email /// Website

Phone: 770-857-4812

Download “Retirement By Design”: https://bit.ly/RetirmentByDesignCRT

Learn About Paces Ferry Wealth Advisors: https://bit.ly/AboutUsct

Zachary Morris

Zachary Morris, CFP®

Having traveled to over 35 countries, Zach is a believer in Ralph Waldo Emerson’s statement that Life is about the journey, not the destination. Being a CERTIFIED FINANCIAL PLANNER™ provides Zach the opportunity to help clients define and realize their journey, and co-founding Paces Ferry Wealth Advisors, an independent firm, allows the freedom to define the client experience along the way.

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