_beneficiary-iras-what-to-know-preview-1.jpg "Beneficiary IRAs: What to Know from beneficiary distribution ira Video Screenshot Preview 1")
Gallery_beneficiary-iras-what-to-know-preview-3.jpg "Beneficiary IRAs: What to Know from beneficiary distribution ira Video Screenshot Preview 3")
Gallery_beneficiary-iras-what-to-know-preview-hqdefault.jpg "Beneficiary IRAs: What to Know from beneficiary distribution ira Video Screenshot Preview hqdefault")
GalleryPlay Video:
(Note: The default playback of the video is HD VERSION. If your browser is buffering the video slowly, please play the REGULAR MP4 VERSION or Open The Video below for better experience. Thank you!)
Jump To Video Parts
⏲ Duration: 17 minutes 38 seconds
👁 View: 2.7K times
Play Audio:👁 View: 2.7K times
Description:
Equity Trust Company
Equity Trust Company
Share with your friends:
Whatsapp | Viber | Telegram | Line | SMS
Email | Twitter | Reddit | Tumblr | Pinterest
_ira-charitable-rollovers-at-hillsdale-college.webp "Gifting from your IRA can provide attractive benefits to you and your family, while also supporting the work of Hillsdale College. Learn how to make a Qualified Charitable Distribution or legacy gift via a Beneficiary Designation.")
_beneficiary-iras-what-to-know.webp "Equity Trust Company")
_irs-quietly-changes-the-rule-on-how-your-childrens-inheritance-will-be-taxed.webp "The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable trust is involved. In the last decade or so, more families have begun utilizing irrevocable trusts to protect their assets from spend-down in order to qualify for government benefits, such as Medicaid and VA Aid and Attendance.<br/><br/>Prior to the issuance of this ruling, it was unclear whether assets passing to beneficiaries through an irrevocable trust would receive a step-up in basis, thereby eliminating any capital gains taxes that would otherwise be owed. Historically, assets that are disposed of during an individual’s lifetime are subject to capital gains taxes on the increase in value of that asset over time. The amount of capital gains owed is determined largely by the difference between the value at the time of purchase and the value at the time of transfer.")
_7-rules-for-an-inherited-ira-124-personalfinancetips.webp "See the Forest Through the Trees")
_understanding-the-latest-rules-for-inherited-iras.webp "Think Retirement")
_ira-charitable-rollovers-at-hillsdale-college.jpg)
_beneficiary-iras-what-to-know.jpg)
_irs-quietly-changes-the-rule-on-how-your-childrens-inheritance-will-be-taxed.jpg)
_7-rules-for-an-inherited-ira-124-personalfinancetips.jpg)
_understanding-the-latest-rules-for-inherited-iras.jpg)
![[+]](/images/menu.gif){kind=small}