Charitable Financial Planner LIVE (Documentation)

SAMPLE SCREEN SHOTS:

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Grantor Retained Annuity Trust

Charitable Remainder Unitrust

CRAT Named As IRA Beneficiary

CRUT Named As IRA Beneficiary

SECURE ACT STRATEGIES SAMPLE REPORTS:

• CRAT As IRA Beneficiary
• CRUT As IRA Beneficiary
• Roth Conversion and Buys Insurance – Scenario A – Roth Conversion with a 57 year old and penalty applied
• Roth Conversion and Buys Insurance – Scenario B – Roth Conversion with a 60 year old to avoid 10% penalty