Correct handling of the required distribution for the year of death


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.