Maximizing IRA Benefits with a Conduit Trust for IRA
Maximizing IRA Benefits with a Conduit Trust for IRA
Jan 4, 2025
cgaa.org
💡 IRA Conduit Sub-Trusts — a critical piece of smart estate planning. If your trust might handle tax-qualified assets (like an IRA, 401(k), or qualified annuity), you don’t want those funds taxed at the higher trust tax rate. 🚫💸 That’s where a conduit sub-trust comes in 👉 it acts like a “pipe,” letting retirement funds flow through to your beneficiaries while keeping taxation at the individual income tax level. ✅ I’m Greg McIntyre, Elder Law Attorney at McIntyre Elder Law. We help families d
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