Charitable Planning With Retirement Accounts Strategies

Charitable Planning With Retirement Accounts: Strategies, Traps, and Solutions

1 Lesson / 60 minutes / FREE

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In this presentation Christopher R. Hoyt, Professor of Law at the University of Missouri (Kansas City) School of Law, discusses strategies, traps and solutions related to charitable planning using retirement accounts. View the recording to learn:

  • the impact pending income tax proposals may have on the popularity of the Charitable IRA Rollover
  • the best way to structure a charitable bequest of retirement assets and how to fix things when they go wrong
  • how an estate or a trust can receive income tax savings from a charitable bequest.

If you are a charitable planner who works with donors to address the tax-saving aspects of, and strategies for, charitable gifts, this webinar is for you!