Do trusts pay higher taxes on inherited TSPs and IRAs than individual beneficiaries?

29/10/2025 5 min
Do trusts pay higher taxes on inherited TSPs and IRAs than individual beneficiaries?

Listen "Do trusts pay higher taxes on inherited TSPs and IRAs than individual beneficiaries?"

Episode Synopsis

Did you know that a trust could be taxed at up to 40%? If your trust isn't set up correctly, you could unintentionally send nearly half your estate to the IRS. That is why in this episode, Micah breaks down how inherited TSPs and IRAs are taxed when a trust is listed as the beneficiary and why so many estate plans fail to consider income taxes, not just estate taxes. https://zurl.co/14gpQ