Trusts as beneficiary of an IRA?

Answered by:

Question:

If a trust is the beneficiary of an IRA can we “see-through” the trust to the beneficiaries?

Answer:

Yes, depending if the trust meets certain requirements we can look through the trust and use the beneficiaries as inherited IRA owners.

-------------------------
Learn more about Deborah Crawford’s IRA Operations Update 2023
webinar.

First published on 04/09/2023

Filed under:

Filed under operations as:

Related Q&As