• FreeAdvice has a new Terms of Service and Privacy Policy, effective May 25, 2018.
    By continuing to use this site, you are consenting to our Terms of Service and use of cookies.

Where do I find this information

Accident - Bankruptcy - Criminal Law / DUI - Business - Consumer - Employment - Family - Immigration - Real Estate - Tax - Traffic - Wills   Please click a topic or scroll down for more.

gtrider

Junior Member
What is the name of your state Louisiana

If A takes out an IRA and names B as the benificary
B dies before A does and A doesn’t change the statis of the IRS
Now A dies and the executor needs B’s death certificate to liquidate the IRA
Who’s estate does the IRA go too? Does it go to A’s estate since A took out the IRA or does the IRA go to B’s estate since the executor need B’s death certificate?What is the name of your state (only U.S. law)?
 


anteater

Senior Member
The IRA custodian wants proof that the designated beneficiary predeceased the IRA account owner.

The IRA agreement may contain language concerning a predeceased beneficiary. But the probability is very high that the A's estate receives the proceeds.
 

Find the Right Lawyer for Your Legal Issue!

Fast, Free, and Confidential
data-ad-format="auto">
Top