Trust as IRA beneficiary
Client passes, IRA beneficiary is the trust which specifies separate subtrusts for each beneficiary. Assuming the trusts are conduit, and assuming the 2 beneficiaries are the same class (non-eligible designated), is the 10-year RMD schedule still based on the oldest beneficiary or is it calculated separately for each NEDB life expectancy.
Submitted by Kevin Kennedy on Wed, 2024-11-27 07:17