Presently, when an IRA owner dies, the named beneficiary of the IRA may take distributions of that account over his or her actuarial lifetime. The benefit of this is that the principal of the IRA continues to grow tax-deferred, resulting in very significant lifetime gain.
Estate planning attorney Ronald Morton fears this benefit may be marked for death by Congress. He cites to a recent Forbes article addressing the same concerns.
Tanner Pittman, LLC is a West Georgia and Atlanta-area law firm specializing in estate planning and complex planning to avoid estate and gift taxation for affluent individuals and families.
Tanner Pittman, LLC is a West Georgia law firm that specializes in estate services, civil litigation, and legal transactions.
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