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Strategies & Market Trends : Retirement - Now what?
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To: Drygulch Dan who wrote (172)4/15/2007 9:16:19 PM
From: stock bull   of 288
 
As you known, a properly prepared Trust doesn't go through probate, and no one can contest the Trust. If you own IRA's, 401K's, etc., they will be subject to the RMD taxes when they are taken out of the trust. To minimize this problem, one should consider a Stretch Out Trust. This is part of the Estate Tax Planning that one should consider. Also, since a Will can't deal with this type of issue, it's more of an argument for using a Trust.

Again, JMO.

Stock Bull
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