New Changes to Retirement Rules Could Impact Estate Plans—Here’s What to Know Recent legislation has introduced updates that could affect how inherited retirement accounts are taxed. Many families aren’t aware that beneficiaries may now be required to withdraw funds within a 10-year period, which can create unexpected tax consequences. This is just one of several estate planning issues that could impact what you leave behind. For example: Many trusts are never properly funded—leading to probate
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Naming your kids as IRA beneficiaries seems simple… but in three cases it can backfire hard. Minors, spendthrifts, and special-needs beneficiaries can trigger court, taxes, or lost protections  Do any of these situations apply in your family? #EstatePlanning #IRA #RetirementAccounts #BeneficiaryPlanning #Trusts EstateEducation | Preston Estate Planning, APLC | Facebook
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