See through trust named beneficiary

Client name a qualifying see through trust as beneficiary

What happens to the assets in a see through split irrevocable trust once the trust dissolves- due to the youngest beneficiary attaining a certain age?
Can the split trust remain in inherited IRAs for each beneficiary?



The trustee can generally assign the inherited IRA to the trust beneficiaries. The RMD divisor method will not change after the IRA is assigned out of trust.

Add new comment

Log in or register to post comments