Home / Posts tagged "Inheritance Trust"

Inheritance Trust

Using Annuities to Set up the Multi-Generational IRA

The concept of stretching out an IRA to beneficiaries is often not addressed in the financial services community. When one sees how the IRA is taxed to beneficiaries as ordinary income, you can see how this can be a very significant tax that the IRA owner may have never really considered. For this discussion we will assume that a person has rolled over their existing 401k’s or 403b's to IRA’s.  ...
Read More
Top