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Required Minimum Distributions › Conduit Trust

Bowditch & Dewey

Do the Retirement Plan Provisions in Your Trust Still Align with Your Estate Planning Goals Following Updates to the SECURE Act?

Bowditch & Dewey on

Following the IRS’ finalization of the SECURE Act regulations on July 18, 2024, it is a good time to review the retirement benefit provisions of your trust to make sure they still align with your estate planning goals....more

Genova Burns LLC

Part II: Naming an Accumulation Trust as the Beneficiary of an IRA

Genova Burns LLC on

Last month we discussed the benefits of naming a Conduit Trust as the beneficiary of an IRA. A Conduit Trust allows the IRA to remain tax deferred thereby stretching the Required Minimum Distributions over the lifetime of...more

Genova Burns LLC

The Tax Advantages of Naming a Conduit Trust as the Beneficiary of an IRA

Genova Burns LLC on

IRA’s can represent a large portion of an individual’s retirement assets. For this reason, care should be taken to ensure these assets receive the best tax treatment and are protected from creditors such as divorcing spouses....more

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