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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.

IRA Charitable Rollovers at Hillsdale College

⏲ 1 min 76 sec ✓ 11-Dec-2021

Eric W. Powell

Inherited IRA Rules and Tax Strategy

⏲ 5 minutes 10 seconds 👁 15.5K

Equity Trust Company

Beneficiary IRAs: What to Know

⏲ 17 minutes 38 seconds 👁 2.7K

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.

IRS Quietly Changes The Rule On How Your Children’s Inheritance Will Be Taxed

⏲ 1:29 👁 30.9M

See the Forest Through the Trees

7 Rules for An Inherited IRA | Personal Finance Tips

⏲ 5 minutes 35 seconds 👁 3.3K

Think Retirement

Understanding The Latest Rules for Inherited IRAs

⏲ 12 minutes 37 seconds 👁 5.5K

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.

IRS Quietly Changes The Rule On How Your Children’s Inheritance Will Be Taxed

⏲ 1:29 👁 2.2M

Morningstar, Inc.

What You Need to Know About Inherited IRAs

⏲ 12 minutes 35 seconds 👁 9.4K

Wise Money Show

Dividing an Inherited IRA Between Two Beneficiaries

⏲ 9 minutes 56 seconds 👁 2.6K

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

Recording Web 08 - Everything You and Your Clients Should Know About Beneficiary Designation Forms - Grossman

⏲ 67 min 29 sec ✓ 25-Aug-2018

Cardinal Advisors

Inherited IRA - IRS Change to 10 Year Rule

⏲ 16 minutes 50 seconds 👁 4K

Talk Money with Tom

Withdrawal Strategy From a Beneficiary IRA

⏲ 13 minutes 41 seconds 👁 1.1K

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