TRADITIONAL IRA DISTRIBUTION FLOWCHART

TRADITIONAL IRA DISTRIBUTION FLOWCHART . Is the spouse more Is the IRA Yes Is the IRA Yes Is the spouse the Yes than 10 years younger than IRA Yes Calculate RMDs using Joint and Last owner age owner? Educational info: Email to be owner living? sole beneficiary? Survivor Table added to our newsletter or for information regarding No No No licensing agreements, seminars and speeches. Visit No for additional educational materials. RMDs not Calculate RMDs Who is the Beneficiary? yet required using Uniform Lifetime Table Are there Spouse Trust Charity Estate Non-Spousal Individual multiple (See PLR 201208039 for in-kind Beneficiary beneficiaries? distributions from estate). Did spouse Does the trust qualify Yes No perform a as a designated RMDs based No spousal rollover? beneficiary? See PLRs Did IRA owner die on remaining No Were separate accounts RMDs based on life 200228025 and before his required created by Dec.

TRADITIONAL IRA DISTRIBUTION FLOWCHART For discussion purposes only. This chart does not represent tax, accounting, or legal advice and is intended to provide generic and general information about the laws applicable to retirement benefits.

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