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IRA Beneficiary Checklist-PDF Version
Baby boomers own a significant portion of the $25 trillion held in retirement accounts. Much of this will be passed on to beneficiaries, who have limited options of continuing the tax-deferred status of those assets. Making the right moves can allow beneficiaries to implement distribution strategies that can help to minimize income taxes and avoid excise taxes. However, they are many documented cases with the Tax Courts, wherein beneficiaries have not only lost the tax-deferred status of those assets; but also, owe the IRS significant amount of taxes and penalties due to unintentional distributions.
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 ICI’s Quarterly Retirement Market Data, Third Quarter 2016