QUALIFIED PLAN AND IRA
01.Core Concepts
DISTRIBUTIONS AFTER DEATH James Dalton | Michael Dalton DISTRIBUTIONS TO BENEFICIARIES - INTRODUCTION • Two sets of rules: 1. Death before January 1, 2020 1. Death before RBD 2. Death on or after RBD 2. Death after December 31, 2019 1. Death before or after RBD 2. Beneficiary category • Eligible • Ineligible