Post-Death IRA Distribution Rules

When an IRA participant dies, the post-death distribution rules for their IRA are dependent on many factors:

  • Whether the participant died before or after he or she was required to begin receiving distributions from their IRA.
  • Whether the participant had designated beneficiaries to receive distributions from their IRA following the participant’s death.
  • Whether a spouse or non-spouse was designated as the beneficiary of the IRA.
  • Whether the participant designated multiple beneficiaries of the IRA.

Click on the following link to learn how post-death IRA distributions are affected by these factors – Required Minimum Distributions for IRA Beneficiaries

Paul J. Dunn, Attorney at Law
Arizona Estate & Trust Law, Plc
379 Summit Pointe Drive
Prescott, AZ 86303
(928) 778-1988

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