Conduit & Accumulation Trusts as IRA Beneficiaries

Do you have concerns around outright leaving your IRA to someone? Through the use of a qualified see-through trust (aka look-through trust), you can exercise more control over IRA beneficiary distributions.

00:00 - Intro
01:09 - Disclosures
01:40 - Purpose of Naming Trust as Beneficiary
04:24 - Avoiding Non-Designated Beneficiary Status
04:57 - Qualified See-Through Trusts
06:40 - Conduit Trusts
08:22 - Accumulation Trusts
09:47 - Trust Taxation
10:34 - Which RMD schedule to follow?
Article - https://www.stoufferlegal.com/blog/comparing-a-conduit-trust-to-an-accumulation-trust

Type II AMBT - https://www.irahelp.com/forum-post/72827-type-ii-applicable-multi-beneficiary-trust

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Видео Conduit & Accumulation Trusts as IRA Beneficiaries канала Chris Dime, CFP® - Dime & Associates