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Tax Tips When Naming a Trust as IRA Beneficiary
Expert Opinion January 30, 2025 at 03:17 PM
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What You Need To Know
- When a trust is listed as an IRA beneficiary, it really is the trust itself that is the IRA beneficiary.
- The trust or estate beneficiary can empty the account with a five-year distribution period or a life expectancy method.
- Different RMD rules apply if the trust-beneficiary qualifies as a see-through trust.
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