Naming Trusts as Designated Beneficiaries of Retirement Accounts

Treasury Regulations Permit Naming Trusts as (Designated) Beneficiaries of Retirement Accounts While often viewed as a “gray” area, the reality is that a trust can absolutely become eligible for designated beneficiary treatment, qualifying as a “see-through” trust where the post-death RMDs are calculated based on the life expectancy of the oldest of the trust’s underlying […]

The post Naming Trusts as Designated Beneficiaries of Retirement Accounts appeared first on AmeriEstate Legal Plan, Inc..

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