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1885: [Part 2] Tax Planning For Inherited IRAs by Sean Mullaney of FI Tax Guy

Optimal Finance Daily - Financial Independence and Money Advice

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Wroth Conversion Planning

Wroth conversions are something the owner might want to consider, regardless of the many benefits it provides to beneficiaries. R m ds always come out first and cannot be converted to a wroth. Do not implement a wroth conversion strategy without first kin any required minimum distributions. The idea behind the charitable remainder trust is to name a charitable remainder trust as i r a beneficiary. Upon the beneficiary's death, the charity receives the remainder.

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