can you separate subtrust before 9-30 separate date?
If someone names their trust as a beneficiary of their IRA, can they split it into subtrusts before the 9/30 separations date? All beneficiaries are individuals of varying ages but their ages range from 25 to 55. The objective is to do RMDs over each beneficiaries life expectancy. Many thanks as always … Mary
Permalink Submitted by Bruce Steiner on Mon, 2019-03-25 01:23