The client has sufficient net worth to meet any and all financial obligations. That beneficiary must take distributions over life expectancy, or, commencing within 12 months of the death, take the entire balance over five years.
ALL retirement accounts are includable in the accountholder's estate, for death tax purposes.
But I don't know what you're asking in this question. That beneficiary must take distributions over life expectancy, or, commencing within 12 months of the death, take the entire balance over five years. ALL retirement accounts are includable in the accountholder's estate, for death tax purposes. But I don't know what you're asking in this question. A Thomson Financial Company.