I’m 84 and widowed. My daughter is the beneficiary of my IRA and the successor trustee for my revocable living trust.” ...

A discretionary trust is a type of trust that can be established on behalf of one or more beneficiaries. The trustee who oversees the trust can use their discretion in determining when and how ...

The First Trust Consumer Discretionary AlphaDEX ETF (FXD) was launched on 05/08/2007, and is a smart beta exchange traded fund designed to offer broad exposure to the Consumer Discretionary ETFs ...

However, for many families, the discretionary trust largely owes its existence to suspicion of — and mistrust of — those associated with the trust creator’s family and/or parties dealing ...

With a discretionary trust, the trust pays taxes at higher rates. For example, in 2024, if income exceeds $15,200 the tax rate would be 37%, but an individual would not be paying 37% until the ...

Discretionary see-through trusts established to keep IRA funds protected also have problems. The funds would still have to be paid to the trust by the end of the 10 years, ...

Trust funds are estate planning tools used to accumulate wealth for future generations. ... For complex or discretionary trusts, income not distributed cannot be deducted.

Understand the complexities of merging inheritance trusts with revocable trusts for Medicaid spend-down protection. Learn why third-party trusts are treated differently and how to safeguard assets.