Mike Piper: bequest planning
Bogleheads® Live
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How to Use Bequest Allocation to Save Taxes
Mike Piper: To the extent that you are leaving any money to charity, the best assets to use for that are tax-deferred assets. He says a human being would much prefer to inherit a Roth IRA than a traditional IRA of the same size. "To them, a traditional IRA is every bit as good as a Roth IRA," he says.
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