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.
Paul got a question today from a listener who wants to know how an ex-spouse can take benefits when they did not
Today, Paul gives a crash course about social security and some of the most common mistakes or misconceptions when taking this benefit.
Paul brings an article about an investor who has almost $800,000 in an investment hoping it would turn around his financial situation
Advisory services offered through Paul Winkler, Inc., an SEC Registered Investment Advisor. Paul Winkler, Inc. does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. All information contained on the Paul Winkler, Inc. website, including information in our newsletters, as well as information posted on social media, is for general informational purposes only, and should not be considered an individualized recommendation or personalized investment advice. We do not intend for this website to be utilized by any persons who are covered under the GDPR.
