SMART PLANNING WITH IRASSMART PLANNING WITH IRAS

Watch the LiveMeeting video to learn techniques for Smart Planning with IRAs. We compare and contrast 4 different ways to pass an IRA at death to family and/or charity.

  • No Planning
  • Stretch Out IRA
  • Testamentary Charitable Remainder Trust
  • Wealth Replacement Life Insurance and Direct Gift to Charity

Smart Planning with IRAs presentation

 


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posted by webmaster on Monday, August 13, 2007 - 15:19

Thank you for watching!

Submitted by Dana Holt on Thu, 2007-08-16 12:46.
Thanks to all of you who attended the Live Meeting on 7-30-07 and to those of you who watched the on-line replay. Please let me know if you have comments or questions about the presentation.