The IRS made the CRAT-to-SPIA structure a listed transaction on July 9, 2026. How to tell a legitimate CRAT from the flagged one, and the disclosure risk on your book.
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The IRS made the CRAT-to-SPIA structure a listed transaction on July 9, 2026. How to tell a legitimate CRAT from the flagged one, and the disclosure risk on your book.