No. of Recommendations: 3
Google is my friend as long as I can phrase my question in just a few words.
But it looks like any retirement accounts in the trust need to abide by the 10-yr rule. Though, thinking about it, she's 90. If she was supposed to burn through it in 10 years, that was almost 20 years ago when she would have started. I'll have to look more closely. A lot of things are happening automatically (we set it up that way) so I wouldn't have to worry about it.
I also need to check whom is the beneficiary...the trust or me. Different rules for each.
