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Financial Planning / Tax Strategies


Subject:  Re: RMD before death? Date:  10/14/2013  10:14 AM
Author:  TMFPMarti Number:  119308 of 123001

The problem with having other than "natural persons" names as IRA beneficiaries is that the entire account must be distributed within 5 years after death of the owner."

I dislike questioning one of the resident pros, but I do not think that this is accurate. I believe that the "stretch" provsiions are stillavailableif the trust is a "qualified trust".

Oh, heavens, nothing to dislike. There was that time in 1955 I was flat out wrong.

Both JAFO and synchronicity correctly pointed out that it is possibl