308, 2020

Ways to save taxes with IRAs (3 of 3)

August 3rd, 2020|Presentation|

This presentation outlines methods for saving taxes with your IRA, including the use of the charitable remainder unitrust (CRUT). The outline shows the benefits of funding a CRUT at death with your IRA as opposed to using an inherited IRA. Several scenarios or examples are provided on how the IRA to CRUT can benefit you and your heirs.

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