I plan on putting rmd's from my inherited ira and inherited roth ira into a new brokerage account under my name only (and not into our marital trust). i would like our 2 children to be the primary beneficiaries and my sister as the secondary beneficiary, as it is what i believe my deceased mom would have wanted. i was told that i should name each of them as "POD beneficiaries". is this a special process or is it merely putting their names as the beneficiaries?
Statistics: Posted by ysl888 — Sat Sep 14, 2024 2:47 pm — Replies 2 — Views 144