Using your IRA as an Estate/Legacy Planning Tool
April 22 Resources
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- Make a gift with an IRA distribution and reduce income tax liability (Montana State University Alumni Foundation)
- IRA Required Minimum Distribution Worksheet (Use only if your spouse is the sole beneficiary of your IRA and is more than 10 years
younger than you)
- IRA Required Minimum Distribution Worksheet (For everyone else if the worksheet above doesn’t apply)
- IRS Publication 590-A, Contributions to Individual Retirement Arrangements
- IRS Publication 590 B, Distributions from Individual Retirement Arrangements