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Do trusts pay higher taxes on inherited TSPs and IRAs than individual beneficiaries?
Did you know that a trust could be taxed at up to 40%?
If your trust isn't set up correctly, you could unintentionally send nearly half your estate to the IRS.
That is why in this episode, Micah breaks down how inherited TSPs and IRAs are taxed when a trust is listed as the beneficiary and why so many estate plans fail to consider income taxes, not just estate taxes.
https://zurl.co/14gpQ
View all episodes
By Micah Shilanski & Tammy Flanagan
4.8
126126 ratings
Did you know that a trust could be taxed at up to 40%?
If your trust isn't set up correctly, you could unintentionally send nearly half your estate to the IRS.
That is why in this episode, Micah breaks down how inherited TSPs and IRAs are taxed when a trust is listed as the beneficiary and why so many estate plans fail to consider income taxes, not just estate taxes.
https://zurl.co/14gpQ
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