When the term ends, the beneficiaries receive the remaining assets (basically the appreciation of the original assets) in the GRAT tax free. Individual Retirement Account Trust To create an IRA trust, you can name a trust as the beneficiary of your IRA assets when you pass away. That way, ...
Everyone's financial circumstances are different, but there are strategies that could reduce the tax implications. One option is aqualified charitable distribution: If you're at least 70½ years old, you can make a direct donation of up to $100,000 from a taxable IRA to one or more chari...