Should I Make My IRA Payable to a Charitable Remainder Trust?
Prior to the enactment of the SECURE Act on January 1, 2020, the tax deferment benefit for a non-spouse beneficiary of an IRA was substantial. For example, a child could be the beneficiary of an IRA and receive the economic benefit of the payments stretched over their life expectancy. A significant advantage of this stretch … Should I Make My IRA Payable to a Charitable Remainder Trust?