AICPA ENGAGE 2018

EST1810 - Trusts as IRA Beneficiaries

Jun 11, 2018 4:35pm ‐ Jun 11, 2018 5:25pm

Standard: $49.00

Description

More often trusts are being named as beneficiaries for retirement arrangements. The beneficiary choice has impact for both income tax and estate tax planning. Trusts allow the IRA owner or plan participant to have beyond-the-grave control over the distribution payments. Recognize reasons trusts are named as beneficiaries Identify the types of trusts used as beneficiaries and their tax characteristics

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