IRA Conduit’s and Living Trusts. Word on Wealth Radio show discusses IRAs, Living Trusts, Estate Planning

Posted on Aug 22, 2018 in San Diego Lawyer | Comments Off on IRA Conduit’s and Living Trusts. Word on Wealth Radio show discusses IRAs, Living Trusts, Estate Planning

Having your IRA or 401k handled by your Living Trust requires special trust language.

The average Living Trust or Family Trust can not handle retirement money properly and could cause accelerated income taxation if not prepared properly. If prepared properly, your Trust can safely distribute inherited retirement accounts to your beneficiaries on your terms and yet avoid accelerated taxation. This radio show “Word on Wealth” with Marty Schneider, CFP, and Gary Quackenbush, Attorney, frankly discusses IRA and 401k inheritance issues. 

For more information go to GQLAW.com. 

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