Post-SECURE bene names her living trust as her bene
Dad dies in 2020, leaving his IRA to Daughter. Daughter takes the inherited account and names her living trust as her bene.
Daughter dies six years later. Her trust can wait four more years before taking any remaining balance from the account, correct?
Please and thank you.
Permalink Submitted by Alan - IRA critic on Fri, 2020-09-25 00:53
Yes, that is correct.