Naming the Trust as Beneficiary, Using an IRA Sub-Trust - Law Office of James F. Roberts & Associates, APC
Naming the Trust as Beneficiary, Using an IRA Sub-Trust - Law Office of James F. Roberts & Associates, APC
Jul 7, 2017
webuildyourtrust.com
💡 IRA Conduit Sub-Trusts — a critical piece of smart estate planning. If your trust might handle tax-qualified assets (like an IRA, 401(k), or qualified annuity), you don’t want those funds taxed at the higher trust tax rate. 🚫💸 That’s where a conduit sub-trust comes in 👉 it acts like a “pipe,” letting retirement funds flow through to your beneficiaries while keeping taxation at the individual income tax level. ✅ I’m Greg McIntyre, Elder Law Attorney at McIntyre Elder Law. We help families d
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💡 IRA Conduit Sub-Trusts — a critical piece of smart estate planning. If your trust might handle tax-qualified assets (like an IRA, 401(k), or qualified annuity), you don’t want those funds taxed at the higher trust tax rate. 🚫💸 That’s where a conduit sub-trust comes in 👉 it acts like a “pipe,” letting retirement funds flow through to your beneficiaries while keeping taxation at the individual income tax level. ✅ I’m Greg McIntyre, Elder Law Attorney at McIntyre Elder Law. We help families d
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