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.
Individuals with a traditional IRA may want to consider naming a charity as the beneficiary of their IRA and leaving other assets to heirs as a method for saving taxes. Learn whether this method of charitable and estate planning is right for you in this short presentation.