Listen

Description

An IRA passes by a Beneficiary Designation, not a will or trust. In this week's episode, we review how to use that Beneficiary Designation in a tax-savvy way to benefit both your family and charity.

Website: www.thesavvyphilanthropist.net

LinkedIn: https://www.linkedin.com/in/kirk-ross/

Twitter: @rossplan

Email: thesavvyhilanthropist@gmail.com