Should I Leave My IRA to a Trust?

แชร์
ฝัง
  • เผยแพร่เมื่อ 26 ม.ค. 2025

ความคิดเห็น • 3

  • @acdnintheusa
    @acdnintheusa หลายเดือนก่อน +2

    So how do you recommend a parent handles a Roth IRA when their adult child is spendthrift? Doesn’t a see-through or conduit trust with language that disburses the funds evenly (more or less) over 10 years provide some protections?

    • @PlanningBeforeInvesting
      @PlanningBeforeInvesting  หลายเดือนก่อน

      Certainly there are exceptions. A properly written trust can handle this in the way you describe but laws change so you are never done with this type of estate plan. You will always have to monitor and adjust. Thanks for watching!

  • @dapperlink
    @dapperlink ปีที่แล้ว

    Blew my plans up but was very helpful. I go drink now😢😊