Charitable Remainder Trusts: Stretching Your IRA Beyond 10 Years

from Wealth Beyond Work · host Zach Morris

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

Episode metadata supplied by the publisher feed · Published Oct 24, 2025

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Charitable Remainder Trusts: Stretching Your IRA Beyond 10 Years

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