401(k) & I.R.A. beneficiary
Is a conduit trust in a will or a revocable living trust still acceptable under the new rules with a 401(k) & I.R.A. as a beneficiary?
Frank Dogger
Is a conduit trust in a will or a revocable living trust still acceptable under the new rules with a 401(k) & I.R.A. as a beneficiary?
Frank Dogger
Permalink Submitted by Alan - IRA critic on Mon, 2022-09-12 18:14
Yes, the same non individual beneficiary options exist as before, but there are some changes made by the Secure Act with respect to RMDs for these beneficiaries.