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Understanding an IRA Beneficiary Trust


learn how an IRA Beneficiary trust can protect your assets and loved one's from unwanted tax burdens! At FRA Trust, we have the tools and professionals to help put your mind at ease! ----------------------------------------------------------------------------------------------------- SUBSCRIBE ~~~~ FREE ESTATE PLANNING CONSULTATION Claim Your FREE 15-minute Consultation to receive estate planning tips and asset protection. 👉 ~~~~ FINANCIAL PLANNING & RESOURCES Download two free chapters of my new book "A Significance First Retirement: Beating the Probability Theory" 👉 ~~~~ FOLLOW US: Instagram: Facebook: Twitter: LinkedIn: ~~~~ CONTACT US Phone: 800-279-9785 Email: info@fratrust.com ABOUT JOE ROOSEVANS: Joe RoosEvans is a widely recognized leader in wealth preservation, and in the financial services industry arena. An acknowledged wealth expert, radio talk show host, author of multiple bestselling books, and sought-after national speaker, his numerous professional designations. Joe is the author of more than a dozen books that educate investors and retirees on how to generate tax-free income, and to transfer assets seamlessly by avoiding probate and reducing – or even eliminating – Uncle Sam’s taxable portion. You can find all of Joe’s books on Amazon by visiting: and then typing Joseph (or Joe) RoosEvans into the search bar. ----------------------------------------------------------------------------------------------------- The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by FRA Trust with its main office at 805 W Hwy 50, O'Fallon, IL 62269. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with FRA Trust Financial Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice. also about: living trust vs will...(read more)


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An IRA beneficiary trust is a legal tool that can help individuals protect and pass on their retirement assets to their loved ones. It is a specialized type of trust that can be established to hold and distribute inherited IRA funds. When a person dies, their IRA account passes on to a designated beneficiary or beneficiaries. However, the distribution of these funds can become complicated and cause tax consequences if not properly planned for. In order to prevent this, an IRA beneficiary trust can be created. The trust is designed to hold the inherited IRA on behalf of the beneficiaries, so they do not directly receive the funds. The trustee is responsible for managing and distributing the assets to the beneficiaries in accordance with the terms of the trust. One of the main benefits of an IRA beneficiary trust is that it can provide asset protection for the beneficiaries. If a beneficiary has creditors or is going through a divorce, the trust can provide a layer of protection for their inherited assets. Another benefit of the trust is that it can help minimize taxes. By using a trust, the distributions from the inherited IRA can be stretched out over the lifetime of the beneficiaries, allowing for smaller annual distributions and potentially reducing the amount of taxes owed. Creating an IRA beneficiary trust is not a simple process and should be done with the help of an experienced attorney or financial advisor. The trust must meet certain requirements and should be properly executed to ensure that it is a valid and effective tool. In conclusion, an IRA beneficiary trust is a powerful estate planning tool that can help individuals protect their retirement assets and provide for their loved ones. It is a complex process that requires careful planning, but can ultimately provide peace of mind and financial security to future generations. https://inflationprotection.org/understanding-an-ira-beneficiary-trust/?feed_id=86724&_unique_id=643546a81ece3 #Inflation #Retirement #GoldIRA #Wealth #Investing #beneficiary #FinancialAdvisors #FRATrust #ira #IRABeneficiaryTrust #JosephRoosEvans #trust #wills #InheritedIRA #beneficiary #FinancialAdvisors #FRATrust #ira #IRABeneficiaryTrust #JosephRoosEvans #trust #wills
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