Charitable Donor Advised Fund Beneficiary of Traditional IRA
A participant plans to list his family charitable donor advised fund account as beneficiary of his Traditional IRA at custodianX. At the participant’s death will the Traditional IRA distribute the dollars direct to the donor advised fund account?….Meaning custodianX will issue a 1099R?….Or do the Traditional IRA dollars flow seamlessly to the donor advised fund account as a non-taxable transaction?
Submitted by Aaron Tanner on Wed, 2019-11-06 22:02