Trust beneficary
If trust is a beneficary of a retirement account, do you have to distribute it immediately?
What distribution options do you have?
If trust is a beneficary of a retirement account, do you have to distribute it immediately?
What distribution options do you have?
Permalink Submitted by Alan - IRA critic on Mon, 2018-08-06 23:21
The same distribution options as any beneficiary except that the RMD rules must be met. A qualified trust can use the age of the oldest beneficiary of the trust, but a non qualified trust must use the RMD rules for an estate. The trust will also indicate whether the distributions can be accumulated in the trust or passed through the trust annually to beneficiaries.