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Sep 1, 2006 12:00 PM
Coping With The IRA Raid
Inheritors of individual retirement accounts (IRAs) who don't enjoy the tax-favored status of a surviving spouse can face steep income and estate tax bills. Many estate planners are aware of the tax raid that can fell large IRAs. It has become a tax planning article of faith that IRAs, especially large ones, are not worth much to those who inherit them.
Life insurance is often proposed to fight the effects of the IRA tax raid problem. And it can be highly effective in that role. But this is no silver bullet. Estate planners and their clients also should consider how valuable stretching out IRAs can be.
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
E-Newsletter Signup
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