Charitable Twist for IRAs

Shenkman, Martin M.
January 2014
Financial Planning;Jan2014, Vol. 44 Issue 1, p40
The article discusses estate planning strategies which may be considered when managing individual retirement account (IRA) assets. It explains why investment advisors continue to focus on estate planning efforts particularly with regard to the baby boom generation. Topics also addressed include minimizing estate taxes through the implementation of the 2012 Tax Act, choosing charitable remainder trusts as IRA beneficiary instead of one's spouse, and estate planning regulations.


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