Distribution rules for an IRA in a conduit trust

IRA Discussion Forum
I recently connected with my advisor at Fidelity where the various trust accounts are held. Given the various changes around RMD, they wanted to reconfirm whether I qualify for 10 yr or 5 yr liquidation (assumption has been 10 yr). They also believe under the revised rules that we will need to take a RMD this year, which they wanted to discuss with you all to confirm and then calculate.



Was the trust named as the IRA beneficiary?  When was the DOD and had the decedent passed their RBD? Is the trust qualified for look through?

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