IRS Letter: Naming Estate as Beneficiary Botched Stretch IRA Option for Heirs

Oct 29, 2020 / By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
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Naming an estate as beneficiary of a retirement account—instead of persons—can eliminate the chance for heirs to stretch distributions over the maximum period possible, shortening the window of tax-deferred growth on their inheritance.

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