IRS Rules “No Problem” If IRA Trust Runs Out  Of Beneficiaries

IRS Rules “No Problem” If IRA Trust Runs Out Of Beneficiaries

 

If an individual retirement account is payable to a trust, the IRA benefits can, generally, be stretched out over the life expectancy of the oldest beneficiary of the trust.1 For this purpose, any person who could receive amounts distributed from the IRA and accumulated in the trust is considered a beneficiary. Therefore, remainder beneficiaries and permissibl

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