SECURE Act

Is a custodian under an UTMA account a designated beneficiary of an IRA under the IRC?



No, the minor beneficiary is the designated beneficiary, and under the Secure Act will be an eligible designated beneficiary if the child of the IRA owner. LE RMDs for minor children of the owner will apply until the 10 year rule kicks in at the age of majority (as extended for those minor beneficiaries pursuing a course of higher education up to age 26. The IRS will have to define exactly what this means.

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