Recapture the Stretch-Out IRA with a CRT as Beneficiary of Your IRA
Maximize your IRA for your children with a Charitable Remainder Trust
Using a Qualified Charitable Deduction will reduce your taxes and help your favorite charity.
Maximize your IRA for your children with a Charitable Remainder Trust
The Secure Act has significantly changed the rules for IRA beneficiaries. Before the Secure Act, beneficiaries could use the Life Expectancy Rule -...
Choosing the right successor trustee for your living trust