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Therefore, creative use of qualified plans and IRAs can produce a win-win situation for all involved.
Challenges of beneficiary designations
The most common way of passing interest in a qualified plan or IRA is through a beneficiary designation. If a donor names a charitable organization as the sole beneficiary of a qualified plan or IRA, the charity can simply collect the plan or account proceeds upon her death.
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- Companies:
- Internal Revenue Service
Kathleen Stephenson
Author's page
Lisa B. Petkun
Author's page
Lisa B. Petkun is a partner in the tax department at Pepper Hamilton LLP.
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