J Simmons Posted December 4, 2014 Posted December 4, 2014 EE named her estate as the death beneficiary of QRP benefits. EE's will leaves her entire estate to one person. Can the estate with one beneficiary qualify as a 1-person trust for purposes of paying out the death benefits over the life expectancy of that one estate beneficiary? Can the benefits be rolled into an inherited IRA given that there is just 1 beneficiary of the estate? John Simmons johnsimmonslaw@gmail.com Note to Readers: For you, I'm a stranger posting on a bulletin board. Posts here should not be given the same weight as personalized advice from a professional who knows or can learn all the facts of your situation.
GMK Posted December 4, 2014 Posted December 4, 2014 Doesn't look like it: http://www.morningstar.com/advisor/t/93123895/estate-as-beneficiary-ira-vs-qualified-plan.htm But maybe, if the estate meets all the conditions for a see-through trust. Is an estate a trust under state law?
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