Maximize the value of your IRA for you and your family

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IRA gifts are subject to strict rules and high taxes. Make things easier for your family with a Charitable Remainder Trust.

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The benefits

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 Taxes
Reduce the tax on distributions from ordinary income to capital gains, reducing tax rate by 20% or more.
FLEXIBILITY
Don't be forced to withdraw all of your inherited IRA within 10 years so you can defer and smooth the associated tax burden.
TRIED AND TRUE
Use the strategy that the wealthiest Americans are using to help their family keep more of their hard-earned wealth.
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See the returns

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.

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How it works

We make implementation simple

Evaluate the strategy
Use our calculator to see the returns from rolling over an inherited IRA to a CRUT
Choose a trust
Our decision tools can guide you to the right trust format for your family.
Arrange affairs
We'll handle the administrative tasks to ensure that your assets end up in the right place, .
Defer withdrawals...and taxes
Your beneficiaries can create more wealth by deferring withdrawals, and the resulting taxes, for longer.
Reduce tax rate
IRA withdrawals are usually subject to high income taxes. With a CRUT, you'll pay lower capital gains rates.
Keep more
With an IRA-to-CRUT rollover, your family can earn additional returns of 90% or more over their lifetimes.

Learn whether tax planning is right for you.

founders.

VCs.

employees.

crypto.

founders.

Get started with Valur and see how tax planning can work for you.

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Keep more of your
hard-earned gains
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