Name for Inherited IRA
How should an inherited IRA with a trust as beneficiary be named to receive the most favorable tax treatment (RMD reset to oldest beneficiary’s age)
How should an inherited IRA with a trust as beneficiary be named to receive the most favorable tax treatment (RMD reset to oldest beneficiary’s age)
Permalink Submitted by Alan - IRA critic on Tue, 2014-11-11 18:30
As long as both the name of the trust AND the name of the decedent are listed, the order of listing does not matter. Custodians may have different preferences for the order of the two names.