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Subject:  Re: RMD before death? Date:  10/11/2013  3:29 PM
Author:  TMFPMarti Number:  119287 of 127753

My MIL's Trad IRA is set up to take out 1/4 of the RMD quarterly. The fourth quarter's will not be taken out until December. Is there any reason to take it out now or should it just stay in the IRA and pass into her trust?

I'd get it out now, and don't forget to cancel the remaining automatic distribution. It will be complicated enough with the trust as beneficiary of the IRA. (Are you sure it's set up that way? Horrible idea)

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