Featured Jobs
|
Pattison Pension
|
|
Strategic Retirement Plan Consultant Retirement Plan Consultants
|
|
BPAS
|
|
MAP Retirement
|
|
Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
|
|
Sentinel Group
|
|
Retirement Relationship Manager MAP Retirement
|
|
Regional Vice President, Sales MAP Retirement
|
|
MAP Retirement
|
|
DWC - The 401(k) Experts
|
|
Plan Administrator, Defined Benefit & Cash Balance The Pension Source
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
The October 31 IRA Trust Deadline: The Who, What, When and Why
Slott Report 
Oct. 19, 2014
"There is still one more IRA deadline to meet for this month.... It applies to: [1] IRAs with a trust as the beneficiary; [2] The IRA owner died in 2013.... A copy of the trust or a list of the beneficiaries and their entitlements must be provided to the IRA custodian.... Most individuals who name a trust as the beneficiary of their IRA do so with the understanding that the required distributions from the IRA will continue to be made to the trust using the age of the oldest trust beneficiary. This will NOT happen unless the October 31 deadline is met."
|
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |