Retitling a Keogh
If a Keogh with the deceased’s trust as beneficiary is retitled in the name of the trust upon the death of the owner (as in John A. Smith Trust) is this a taxable event, even if the assets are still in the Keogh?
If a Keogh with the deceased’s trust as beneficiary is retitled in the name of the trust upon the death of the owner (as in John A. Smith Trust) is this a taxable event, even if the assets are still in the Keogh?
Permalink Submitted by Alan - IRA critic on Sat, 2017-01-28 00:27
No, it is not a taxable event, but there will be RMDs to take that depend on whether the trust is qualified for look through treatment.