Trust owned beneficiary IRA- can it do RMD to charity?
Hi all. I have a beneficiary IRA owned by a trust (client thought she wanted to have her trust as the beneficiary and then died unexpectedly before we could change to her husband). Ultimately, most assets going to charity. Trying to figure out if the annual RMD could go to charity instead of her irrevocable trust, thus saving some taxes for the trust? Pretty convoluted but thought I would ask. Thanks! Lisa Kirchenbauer
Submitted by Lisa Kirchenbauer on Tue, 2016-06-07 13:44