A clear, complete overview of the benefits of using IRAs and other retirement plans to fund estate gifts. Full technical and tax information, but presented in understandable, persuasive format focused on preserving the prospect’s estate from taxes and getting more assets to heirs.
Perfect for newsletter copy or for your next article/column. Slightly long for a letter, but it will work.
How the copy is structured:
- Introduction (The IRS considers the balance left in your retirement account to be untaxed income.)
- Name us as the beneficiary of your retirement plan.
- The benefits
- Planning points (with brief mention of Charitable Remainder Trust)