At August’s Kitces Monthly webinar, Jeffrey Levine will share the strategies and nuances of using a CRT to provide clients with the benefit of a lifetime payout as an alternative to the no-longer-available stretch IRA. In this webinar, advisors will learn how the SECURE Act changed the stretch IRA and the impact of the 10-Year Rule as well as the client factors planners will want to look for and consider when suggesting the CRT as a potential alternative to a stretch IRA.
