set up an inherited rollover IRA and Qualified Income Trust, so Ron’s retirement plan won’t affect Beth’s SSI payment. But, even if successful, these remedies won’t address Jean’s unmet ...

you may want to direct your assets to particular relatives through a qualified terminable interest property trust. Your surviving spouse will receive income from the trust, and the beneficiaries ...

That’s the new 20% qualified business income deduction ... creditors cannot reach trust assets making it a grantor trust for income tax purposes), but there are, as with most complex planning ...

If you have assets in an IRA, you may be able to exclude your required minimum distributions (RMDs) from your Adjust Gross Income (AGI) when the money is given to a qualified nonprofit.