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Can an accumulation trust be an eligible designated beneficiary?

Two types of trusts, a conduit trust and an accumulation trust (often called see-through trusts as they look through to the underlying beneficiaries), can qualify as eligible designated beneficiaries if properly structured, allowing either a 10-year or life expectancy distribution payout rather than the shorter 5-year ...

Should a trust be the beneficiary of an IRA SECURE Act?

A trust must meet certain requirements in order to be considered a designated beneficiary. The distribution rules depend upon the beneficiary of the IRA. The general rule after the SECURE Act is that the distributions must be withdrawn by the end of the 10th year following the participant's date of death.

What is an accumulation trust for IRA?

Accumulation trust is a type of see-through trust that allows withdrawals to be made or kept within the trust. See-through trusts are established by people with individual retirement accounts (IRA) so that the assets in their IRAs are transferred into a trust should they die before withdrawing all of the assets.

Does SECURE Act apply to trusts?

Listing your Trust as an IRA beneficiary allows you more control over account distributions and affords your beneficiaries protections under the terms of the Trust. The SECURE Act still allows Trusts to be beneficiaries of IRAs and other retirement accounts, but the 10-year rule now applies.

see through trust sample

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