Model Rabbi Trust

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$49.95 

For self-employed and business owners

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$34.95 

Handles itemized deductions, dependents,
investments and retirement income

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FREE  reg. 9.95

Best for straight-forward returns

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The IRS has issued a model rabbi trust form, available for your use below. As long as it is used, the model trust form provides a safe harbor for taxpayers that adopt and maintain grantor trusts in connection with unfunded deferred compensation arrangements.

Model Rabbi Trust

The file is in rich text format (RTF) that is suitable for use with most word processing programs used in the Windows environment.

For more information, see our discussion of rabbi trusts.

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