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_ira-charitable-rollovers-at-hillsdale-college.jpg "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.")
⏲ 1 min 76 sec ✓ 11-Dec-2021
_inherited-ira-rules-and-tax-strategy.jpg "Eric W. Powell")
⏲ 5 minutes 10 seconds 👁 15.5K
_beneficiary-iras-what-to-know.jpg "Equity Trust Company")
⏲ 17 minutes 38 seconds 👁 2.7K
_irs-quietly-changes-the-rule-on-how-your-childrens-inheritance-will-be-taxed.jpg "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.")
⏲ 1:29 👁 30.9M
_7-rules-for-an-inherited-ira-124-personalfinancetips.jpg "See the Forest Through the Trees")
⏲ 5 minutes 35 seconds 👁 3.3K
_understanding-the-latest-rules-for-inherited-iras.jpg "Think Retirement")
⏲ 12 minutes 37 seconds 👁 5.5K
_irs-quietly-changes-the-rule-on-how-your-childrens-inheritance-will-be-taxed.jpg "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.")
⏲ 1:29 👁 2.2M
_what-you-need-to-know-about-inherited-iras.jpg "Morningstar, Inc.")
⏲ 12 minutes 35 seconds 👁 9.4K
_dividing-an-inherited-ira-between-two-beneficiaries.jpg "Wise Money Show")
⏲ 9 minutes 56 seconds 👁 2.6K
_recording-web-08-everything-you-and-your-clients-should-know-about-beneficiary-designation-forms-grossman.jpg "Too often plan participants are asked to complete beneficiary designation forms for death benefits and neither the plan participant nor the TPA fully understands the significance of the failure to complete the designation form or the impact of a form that fails to meet the participant’s needs. nnWhile this session is not intended to circumvent a participant’s estate planning attorney or advisor, it will provide attendees with an overview of such issues as the: affect of no beneficiary design")
⏲ 67 min 29 sec ✓ 25-Aug-2018
_inherited-ira-irs-change-to-10-year-rule.jpg "Cardinal Advisors")
⏲ 16 minutes 50 seconds 👁 4K
_withdrawal-strategy-from-a-beneficiary-ira.jpg "Talk Money with Tom")
⏲ 13 minutes 41 seconds 👁 1.1K
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_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.")
_inherited-ira-rules-and-tax-strategy.webp "Eric W. Powell")
_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")
_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.")
_what-you-need-to-know-about-inherited-iras.webp "Morningstar, Inc.")
_dividing-an-inherited-ira-between-two-beneficiaries.webp "Wise Money Show")
_recording-web-08-everything-you-and-your-clients-should-know-about-beneficiary-designation-forms-grossman.webp "Too often plan participants are asked to complete beneficiary designation forms for death benefits and neither the plan participant nor the TPA fully understands the significance of the failure to complete the designation form or the impact of a form that fails to meet the participant’s needs. nnWhile this session is not intended to circumvent a participant’s estate planning attorney or advisor, it will provide attendees with an overview of such issues as the: affect of no beneficiary design")
_inherited-ira-irs-change-to-10-year-rule.webp "Cardinal Advisors")
_withdrawal-strategy-from-a-beneficiary-ira.webp "Talk Money with Tom")
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