Designated Beneficiary to Eligible Designated Beneficiary
If a person inherits a traditional IRA in 2021 subject to the 10 year rule and then becomes disabled in 2024, can they then be treated as an EDB going forward?
thank you
If a person inherits a traditional IRA in 2021 subject to the 10 year rule and then becomes disabled in 2024, can they then be treated as an EDB going forward?
thank you
Permalink Submitted by Alan - IRA critic on Wed, 2024-05-08 15:47
No. EDB status is determined as of the owner’s DOD, so the 10 year rule remains in place.