Help - Search - Members - Calendar
Full Version: Date Of Birth For Beneficiary
BenefitsLink Message Boards > Retirement Plans > IRAs and Roth IRAs
Taxwoman
Is it mandatory to have the date of birth for a designated beneficiary of an IRA?

I know it is recommended- but the IRA owner does not know the DOB of the individual and wants to designate him as the beneficiary without his knowledge ( for personal reasons)
BPickerCPA
There is no reason to know the date of birth of a non-spouse beneficiary until the account holder dies.
Taxwoman
Thanks Barry
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2009 Invision Power Services, Inc.