Inherited IRA/Trust | Ed Slott and Company, LLC

Inherited IRA/Trust

Father died in 1996 after he began taking MRD's for his IRA. The primary beneficiary was a credit shelter trust and co-primary beneficiary a QTIP Trust. The mother continued to take MRD's until she died last year. The inherited IRA accounts are still titled as trusts with two brothers as co-trustees and co-beneficiaries. Based on what I have read here and from other resources is that the brothers will take MRD's based on the olders age and the single life expectancy table. Thanks in advance for any advice and comments! Jack
 

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