By Denise Appleby, JM, CISP, CRC, CRPS, CRSP, APA Beneficiaries could be saddled with the high cost of account owners’ failure to name beneficiaries for
Strategies for required minimum distributions, rollovers, and transfers for beneficiaries of IRAs and employer-sponsored retirement plans.
Charity is Exception to ‘Contingent Right’, making Trust a ‘Qualified Beneficiary’| PLR 201633025 (click above to read article)
“ In private letter ruling (PLR) 201208039, the estate of the deceased IRA owner was the named beneficiary of the IRA. However, the IRS ruled
The treat-as-own option , which applies only to a spouse who is the sole primary beneficiary, allows for the transfer of the inherited IRA balance to the