• Episode #08: What Happens When a Trust or Estate Inherits an IRA with Lanny Sodini

  • Jun 17 2022
  • Length: 34 mins
  • Podcast

Episode #08: What Happens When a Trust or Estate Inherits an IRA with Lanny Sodini

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  • Summary

  • When an individual retirement account (IRA) is payable to an estate or to a trust that pays outright to beneficiaries, the fiduciary naturally wishes to distribute the benefits in the most tax-efficient manner to effectuate the closing of the estate or trust.

    In Episode #8 of Intentional Wealth, host Cassandra Kirby of Braun-Bostich & Associates is joined by Lanny Sodini, Attorney at SutterWilliams Law, joins to discuss the many nuances of what can happen when a trust or estate inherits an IRA.

    Listen as Lanny shares his legal insights in this informative exchange between financial advisor and estate attorney.
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