For certain beneficiaries inheriting defined contribution plan benefits, including, but not limited to, 401(k), 403(b), and Individual Retirement Arrangement (IRA) accounts, the distribution rules ...

Charitable remainder trusts, or CRTs, are an excellent tool for tax-efficient investing — here's how to get started with one. A CRT is an irrevocable split-interest trust. The trust is “split” between ...

For clients with highly appreciated assets aiming to transfer part of their holdings to an heir in a tax-efficient way while giving to a nonprofit, charitable remainder trusts could be a fit.

What Is a Charitable Remainder Trust? Charitable remainder trusts (CRTs) are a popular estate planning strategy for high-net-worth individuals and philanthropists looking to reduce their tax liability ...

Effective January 1, 2023 if you are age 70-1/2 or older, you can distribute up to $50,000 from your traditional IRA directly into a charitable remainder trust or gift annuity. The distribution will ...

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