Post-death instructions for family

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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.

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