An Inheritance Strategy for Traditional and Roth IRAs

An Inheritance Strategy for Traditional and Roth IRAs

25,179 View

Publish Date:
26 March, 2024
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

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00:00 Inheritance Strategies For IRAs
5:04 Required Minimum Distributions for IRA Beneficiaries
5:37 Spouse is Beneficiary
10:00 Non-Spouse 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 See-Through 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


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