When an individual retirement account (IRA) is payable to an estate or to a trust that pays outright to beneficiaries, the fiduciary naturally wishes to distribute the benefits in the most tax-efficient manner to effectuate the closing of the estate or trust.  Join our own Lanny Sodini as he delivers a podcast to Braun-Bostich & Associates. 

What Happens When a Trust or Estate Inherits an IRA?

by Lanny Sodini