Using your IRA as an Estate/Legacy Planning Tool

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1. Make a gift with an IRA distribution and reduce income tax liability  (Montana State University Alumni Foundation)
   
   
2. 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)
   
   
3. IRA Required Minimum Distribution Worksheet  (For everyone else if the worksheet above doesn’t apply)
   
   
4. IRS Publication 590-A, Contributions to Individual Retirement Arrangements 
   
   
5. IRS Publication 590 B, Distributions from Individual Retirement Arrangements