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Ira Beneficiary Designation Rules. Remember that IRA beneficiary designations supersede a will. Make sure that any assets transfer directly from one account to another or from one IRA custodian to another.

**Information About IRAs and IRA Beneficiaries | Inheritance (Amanda Snyder)**

Remember that IRA beneficiary designations supersede a will. This beneficiary in tax parlance is known as a designated beneficiary, and only a designated beneficiary can do the stretch IRA. The rules, as modified by the Secure Act, state that if there is an Eligible Designated Beneficiary of the IRA, then the beneficiary has to withdraw the account.

Completing Beneficiary Designation Forms When you open these accounts, you fill out a beneficiary designation form, and it is used to specify how money in that account is distributed upon your death.

I'm a little confused about what happens when a non-spouse beneficiary inherits an IRA.

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When an IRA is paid to a designated beneficiary, that beneficiary can make the very wise choice to take only the required minimum distribution, or RMD, from the account each year. In the case of multiple beneficiaries. Remember that IRA beneficiary designations supersede a will.

Nice Ira Beneficiary Designation Rules images

Completing Beneficiary Designation Forms When you open these accounts, you fill out a beneficiary designation form, and it is used to specify how money in that account is distributed upon your death.

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