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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Aug 26, 2021
Aug 26, 2021
20 min
The laws have changed around inherited IRAs, forcing most investors to remove the money within 10 years. Today, Paul and Evan discuss if charitable remainder unitrusts (CRUTs) could be a suitable place to invest the money and maximize the tax strategy for beneficiaries. Listen along to learn more about CRUTs and what happens if you don't use them for their intended purpose.
You can now ask Paul, The Investor Coach, any question for him to answer on the show. Submit your questions here: paulwinkler.com/question.
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