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IRA Trust Beneficiary Issues and How to Handle ThemAscensus |
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Aug. 10, 2023 10:00 a.m. ET Webinar |
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Trust beneficiary questions are one of the most common topics that come into our consulting lines. Trusts can be used for many reasons, such as estate planning, avoiding probate and maintaining control over assets. As such, designating a trust as an IRA beneficiary has become a popular estate planning strategy. This course reviews guidance provided by the IRC and Treasury Department for distributing IRA assets to a trust beneficiary, including proposed RMD regulations pertaining to trust beneficiaries. We also cover compliance concerns that are frequently encountered, and the risks financial organizations should be aware of in this legal grey-area. |
