Day: December 16, 2014

Need to Know Deadlines for IRA Beneficiaries

September 30th Deadline for identifying designated IRA beneficiaries October 31st Deadline for providing all required documentation for a trust to the IRA custodian December 31st RMDs (Required Minimum Distributions) – this deadline applies beginning with the year after the IRA owner dies Separate Account Rule – in the year after the IRA owner dies, beneficiaries …

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