Pass additional wealth on to family by deferring taxes with an IRA-to-CRUT rollover
Until 2020, the Stretch IRA was the best tool for families to maximize the value of inherited IRAs. It is no longer available, but there is a replacement that is nearly as powerful: Rolling the inherited IRA into a Charitable Remainder Trust.
Reduce the tax on distributions from ordinary income to capital gains, reducing tax rate by 20% or more.
Don't be forced to withdraw all of your inherited IRA within 10 years so you can defer and smooth the associated tax burden.
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Use the strategy that the wealthiest Americans are using to help their family keep more of their hard-earned wealth.
Share a few simple details and we'll show you what you could gain
Enter a few data points and see the potential additional gains from an IRA-to-CRUT rollover. The tool is customizable, too, so you can tell us more about your family and liquidity needs to get an even more accurate picture.