Wow is this episode full!? Mr. Ed Cotney is a tax and business strategist with an impressive background. In his opinion, even those considered, by many, as tax savants are only truly using a fraction of the 80,000+ pages of the IRS tax code. He thinks we should look at some of those pages. 

Mr. Cotney walks us through the tax difference of donating stock to charity versus donating cash to charity -- this could make you rethink charitable planning all together! We also tap into how the SECURE Act changed the RMD requirements for retirees and replaced them for inherited IRAs.  

For the new inherited IRA liquidation requirements, he also walks us through his “give it away twice” strategy where he uses Charitable Remainder Trusts as a tool for maximizing inherited IRAs.  

Find more episodes on www.wealthpreservationpodcast.com  

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