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RMD rules

    Product R + D

    Trusts & IRAs in 2025: What to Know Under the New RMD Rules

    by FIG Marketing October 2, 2025
    written by FIG Marketing

    IRA beneficiaries face a new reality in 2025, with the IRS’s final required minimum distribution (RMD) regulations that came into force on January 1, 2025. These rules have substantial implications for trusts, whether “see-through,” conduit, or accumulation, and how inherited IRAs are handled.

    As estate and trust planners advise clients, this is potentially the year that naming conventions and trust structures matter more than ever. Here’s how to get it right.

    Continue Reading
    October 2, 2025
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