How to determine which Distribution Option for an IRA to use Upon Account Owners Death

How to determine which Distribution Option for an IRA to use Upon Account Owners Death

Issue: An IRA must be made payable to someone or something. Various circumstances where the IRA is made payable to something specific give different outcomes.

Chart Shows: The pros and cons of transferring an IRA to a (1) Spouse; (2) Conduit Trust; and (3) Non-see-through trust.

TAGS: Research
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish