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An Inheritance Strategy for Traditional and Roth IRAs

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Americas Estate Planning Lawyers

Our national estate planning law firm website: https://aeplawyers.com/

To request a nocost zoom estate planning design meeting: https://aeplaw.cliogrow.com/intake/71...

00:00 Inheritance Strategies For IRAs
5:04 Required Minimum Distributions for IRA Beneficiaries
5:37 Spouse is Beneficiary
10:00 NonSpouse is an IRA Beneficiary
10:48 Ten Year Rule
15:40 Eligible Designated Beneficiaries
19:05 Penalty For Failing To Take Required Minimum Distribution
21:35 Naming Trust as Beneficiary of IRA
27:21 Trust Income Tax Rates vs Individual Income Tax Rates
31:52 SeeThrough Trust
35:34 Conduit Trust vs Accumulation Trust
47:41 Example of Leaving Traditional IRA and Roth IRA to Trust
55:11 Chat and Q&A

posted by onoranzac9