gatortaxguy wrote:Don't you mean the entire IRA rather than just the income interest in the plan assets?
marknyc wrote:gatortaxguy wrote:Don't you mean the entire IRA rather than just the income interest in the plan assets?
Reg. 1.691-4 is titled: "Transfer of right to income in respect of a decedent". But essentially yes - it would be a transfer of the inherited IRA account.
Yellowdog wrote:marknyc wrote:gatortaxguy wrote:Don't you mean the entire IRA rather than just the income interest in the plan assets?
Reg. 1.691-4 is titled: "Transfer of right to income in respect of a decedent". But essentially yes - it would be a transfer of the inherited IRA account.
But this is 401K, not IRA. I have found most admins will not allow a 401K with trust or estate as bene to be rolled to an IRA for the trust beneficiaries.
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