Retirement Accounts – How the Secure Act Affects Charitable Gift Planning, Especially CRT’s with Chris Hoyt
The SECURE Act has killed the inherited stretch IRA for most beneficiaries. Most inherited retirement accounts will instead have to be liquidated within ten years of death. Estate planners are looking at CRTs (which are tax-exempt trusts) as a vehicle to make a major charitable gift and also provide a lifetime of income to a person’s descendants. Outcomes: - The tax rules have been dramatically changed for inherited retirement accounts. - Learn what they are. - Learn if and when a CRT can solve a family estate planning problem under the new laws and also make a major charitable gift.
Date and Time
Friday Apr 10, 2020
7:30 AM - 9:00 AM CDT
Friday, April 10, 2020 from 7:30 AM to 9:00 AM
Location
Kauffman Foundation Conference Center 4801 Rockhill Road Kansas City, MO 64110
Fees/Admission
MACGP Members - Free First time in 2020 - free. $25 for additional events.
Contact Information
Contact info
Contact Cheryl Hanback at 816-289-0099
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