Estate Planning Flags #8: Estate as the Beneficiary of an IRA
Thompson & Associates
English - October 31, 2018 00:00 - 18 minutes - 14.3 MB - ★★★★★ - 4 ratingsNon-Profit Business nonprofit non-profit npo planned giving charitable Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Estate Planning Flags #7: Outdated Estate Plans
Next Episode: 2018 Mid-term Election Results
In this episode, Cayce and Jason discuss:
• How tax-deferred accounts (i.e., IRA’s) are typically left to heirs and charity
• Why IRAs are such powerful tools to leave to charity
• Some concerns of leaving IRAs to charity