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Charitable Planning with IRAs Trusts Life Insurance

Clients who are philanthropic often own IRAs or other qualified retirement assets which carry potential tax problems. Naming a charity as the beneficiary of an IRA or including an irrevocable life insurance trust (ILIT) may provide a more tax-efficient wealth preservation plan.

Published: April 18, 2022
Tracking Code: 70067
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer
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