Trust as IRA beneficiary
A client died with an IRA and an inherited IRA. He made a trust his beneficiary. I don’t want to liquidate the IRAs and put the funds into the trust account for tax reasons. As I understand it, the funds will need to be distributed out of the IRAs within 5 years. Am I correct? Not sure how to handle this?
Permalink Submitted by Alan - IRA critic on Fri, 2025-02-07 10:09
See other thread.