An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.more
A solution to the Secure Act and Beneficiary Inheritance Planning
Are you planning to leave your IRA to your children and other heirs using a stretch IRA plan?
Did you know the Secure Act has dramatically changed the tax law rules, substantially increasing the income taxes paid by your children on inherited IRAs?
If so, consider the benefits of using a testamentary charitable remainder unitrust to replace your obsolete stretch IRA plan.
For more information about a testamentary charitable remainder unitrust, please contact us.