A financial case study reveals the best strategy to accomplish your objectives
You own individual retirement account and non-IRA assets. You want a certain amount of your estate to pass to charity, and you want the charitable gift to be as tax efficient as possible to maximize the balance that will pass to your children (or other young heirs). You may have heard that your IRA is the “perfect match” for charitable giving because the pre-income tax dollars in the IRA can pass to charity with little or no income tax cost. You may also have heard that your IRA could be ...
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