IRA to a CRT
I have 72 year old client who is still working and contributing to a 403(b). Plans to retire at age 74. He has never been married and plans to leave his IRA to his church at his demise.
My question is could he do a Charitable Reminder Trust now and received a current tax benefit?
Thanks,
Permalink Submitted by Donald Moore on Mon, 2015-08-31 21:57
Just learned that this cannot be done…