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  2. What to Consider Before Putting Your IRA in a Trust - AOL

    www.aol.com/put-ira-trust-140025418.html

    It is possible to name a trust as the beneficiary of an IRA. To do so, the IRA creates a trust, then names it as the beneficiary of the IRA. The result is that the trust receives any funds ...

  3. Inherited IRA rules: 7 things all beneficiaries must know - AOL

    www.aol.com/finance/inherited-ira-rules-7-things...

    4. Take the tax break if you’re entitled to it. An inherited IRA may be taxable, depending on the type. If you inherit a Roth IRA, you’re free of taxes.

  4. The IRS just updated the rules for inherited IRAs. What ... - AOL

    www.aol.com/finance/irs-just-updated-rules...

    If the deceased owner of the IRA had a RMD, then the beneficiary's annual distribution will be based on their own life expectancy, with all of the money withdrawn by the end of the tenth year. And ...

  5. United States trust law - Wikipedia

    en.wikipedia.org/wiki/United_States_trust_law

    Qualified beneficiaries" are defined as a beneficiary who, on the date the beneficiary's qualification is determined: (A) is a distributee or permissible distributee of trust income or principal; (B) would become a distributee or permissible distributee of trust income or principal if a present distributees' interest ended on that date without ...

  6. Can I Name a Minor as a Beneficiary? - AOL

    www.aol.com/name-minor-beneficiary-130126708.html

    You cannot name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies. The significant exception to this rule is trusts. You ...

  7. Here’s Why Experts Say Naming Your Kids as Beneficiaries on ...

    www.aol.com/finance/why-experts-naming-kids...

    Naming your kids as beneficiaries could mean putting a significant amount of money into the hands of an 18-year-old — particularly a grieving one — or even someone younger.

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