- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
You will want to distribute out the income from the estate at least annually so it is not taxed at the compressed trust and estate tax rates. Work with the lawyer but making partial distributions will carry out the estate income and it will be taxed at the individual beneficiaries rates, which are much lower than the trust tax rates.
March 4, 2021
9:56 AM