7 Must-Know Facts About Federal Income Tax Treatment of IRAs
Here’s how income taxes hit an IRA that is payable to a trust when the owner dies.
Natalie Choate
Natalie Choate is a lawyer in Wellesley, Massachusetts, who concentrates in estate planning for retirement benefits. Her book, Life and Death Planning for Retirement Benefits, is a leading resource for professionals in this field. The views expressed in this article do not necessarily reflect the views of Morningstar.
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