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NJ.com Quotes Samantha Rocco in “How should payouts be made from an inherited IRA that’s in a trust?”

June 22, 2022

As published by NJ.com and NJmoneyhelp.com, June 22, 2022

The rules regarding when assets in an IRA must be withdrawn following death can be complicated and changed significantly with the passing of the SECURE Act in 2020.

Samantha Rocco, a member of the firm’s Taxation and Wills, Trusts & Estates groups, provided key insights to handling IRAs after a family member’s passing in articles published by NJ.com and NJMoneyHelp.com. She discussed the variables that determine how the money should be handled, what happens when a trust is named as the IRA beneficiary, and the procedural differences between conduit trusts and accumulation trusts.

Click here to view on NJ.com
Click here to view on NJMoneyHelp.com

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