Bradford Tax Institute

Blog

  • Home
    • About the Publisher
    • About the Site
  • Resources
    • Free Newsletter
    • New Articles
    • Webinars
    • Tax Courses
  • Contact
  • Search

Inheriting an IRA? Here’s how to slash your tax bill

July 1, 2013

Ben Franklin once said “Nothing is sure but death and taxes.”

Ben was certainly right about death, but he was (understandably) unaware of some recent, money-saving changes in the tax law.

You see, if your spouse dies, and you inherit his or her IRA, you can now get some welcome relief from heavy taxes.

Want to find out how to handle an inherited IRA the smart way? Don’t miss my new article titled Tax Tips: Cut the Spouse’s Tax Cost of Inherited IRAs.

Three ways our fact-filled article can help you:

  1. You’ll learn how to how to take advantage of the biggest money-saver. I’m talking about the estate tax exemption. We’ll explain the three main provisions of the estate tax that pertain to inherited IRAs. Want to learn how to slash your tax bill? Now’s the time to read the full article.
  2. We’ll explain how to handle “Required Minimum Distributions.” At a certain point, an IRA owner has to start receiving distributions from their account – distributions that will (unfortunately) be taxed. You’ll learn how to dramatically reduce those distributions when you read the full article.
  3. We’ll warn you about a dangerous trap to avoid. It should come as no surprise that the IRS has set a land mine for you. You’ll learn how to avoid stepping on it (and keep your taxes low) when you read the full article.

Filed Under: Estates, Featured Articles, Retirement, Spouse, Tax Planning

Test It Out

If you are not yet a subscriber, CLICK HERE. You’ll get a no-obligation 7-day FREE trial during which you can read, not only the article above, but all of our helpful tax-saving tips. This trial is absolutely free, you don't need a credit card, and there are no strings attached. That’s a personal promise.

Free Ezine

Email:

Are you a tax professional (CPA, EA, tax lawyer, tax preparer)?
   

For Tax Professionals

Learn how the Bradford Tax Institute can help you as a tax professional help your one-owner clients pocket more after-tax money and become raving fans.

Learn More »

For One-Owner Businesses

If you or you and your spouse own the business and you are looking for tax benefits, learn how we can help you keep more of hard-earned money and give less to the IRS.

Learn More »

Articles by Category

Bradford Tax Institute Blog

Operations

1050 Northgate Drive, Suite 351
San Rafael, CA 94903
E-Mail: contactus@bradfordtaxinstitute.com
Telephone: (415) 446-4340
Fax: (415) 446-0127

Editorial

1701 Pennsylvania Avenue, N.W., Suite 300
Washington, DC 20006
E-Mail: contactus@bradfordtaxinstitute.com
Telephone (202) 652-2293
Fax (202) 580-6559

Copyright © 2015 BradfordTaxInstitute.com