Don't Name Your Trust as IRA Beneficiary - Do This First

Описание: ☎ Optimize Your IRA Plan Now👉 https://www.lestna.com/get-started

After the SECURE Act, naming a trust as IRA beneficiary requires specific setup to avoid massive tax bills. Learn see-through trust requirements, conduit vs accumulation trusts, and strategies that protect your heirs from harsh IRA taxation.

00:00 Intro
00:59 New Rules After the SECURE Act
02:44 What Makes a Trust Count? Criteria for a "See-Through" Trust
03:30 Types of Trusts: Conduit, Accumulation, and Age 31 Trust
05:00 Example: Martin’s IRA and Complexities with Multiple Beneficiaries
06:51 Solutions for Better Tax Treatment
07:51 Advanced Strategies for Optimal Results
09:39 Using a Charitable Remainder Trust
10:21 Final Thoughts

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Vitaly Novok is a fiduciary financial planner with Lestna Retirement. He helps people protect their wealth and maximize the lasting impact of their legacy by creating personalized financial and estate planning strategies.

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Disclaimer: The content in this video represents my personal views and is intended solely for informational and educational purposes. The strategies and ideas discussed may not be appropriate for everyone. This video does not provide personalized investment, tax, or legal advice, nor does it constitute an offer to buy or sell any securities. The information presented is general in nature and not specific to any individual. Economic developments or changes in tax laws can significantly impact the example shared. Always consult a qualified professional for advice tailored to your unique situation.

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