IRA beneficiary
how best to ensure IRA by designation or trust passes after my death to my grandchildren and my wife have access to rmd via trust
how best to ensure IRA by designation or trust passes after my death to my grandchildren and my wife have access to rmd via trust
Permalink Submitted by Eddie Ngo on Thu, 2024-06-13 18:02
client received a beneficiary from her father when he died last year, and she has to take out $17563 this year. if she is having to receive the minimum distribution and is under 70.5 years old can she designate the amount to a charity?
Permalink Submitted by Bruce Steiner on Sat, 2024-06-22 20:15
You and your wife could name each other as primary beneficiary and trusts for your grandchildren as contingent beneficiaries.