Beneficiary tax rate | Ed Slott and Company, LLC

Beneficiary tax rate

At what tax rate is a IRA, or annuity beneficiary taxed in US when the person is a nephew and is NOT a US citizen, NOR a permanent resident and obviously do not have a SS number? The transfer on death will be lump sum and sent to the foreign country.

Depends on the country.

The country is India. 

 

Find members of Ed Slott's Elite IRA Advisor GroupSM in your area.
We neither keep nor share your information entered on this form.
 

I agree to the terms and services:

You may review the terms and conditions here.