Correct handling of the required distribution for the year of death
TOUCH NOTHING!
- Inherited IRA account titling
- Splitting IRAs
- Required distributions
- Beneficiaries naming beneficiaries
- Dealing with life insurance proceeds
- IRA trust management
- Changing investments on inherited IRAs
Trustee-to-trustee transfers only for non-spouse beneficiaries
Address the Beneficiary’s own Estate Plan
For the “Sandwich Generation” ask your client about their parents’ estate plan.
