INDIVIDUAL ACCOUNTS
BENEFICIARY IRA

LEGACY IRAS CREATE LIFETIME
INCOME TO BENEFICIARIES


A beneficiary IRA occurs when the owner of the IRA passes away and designates as a beneficiary, either a person or entity to receive the IRA. The beneficiary normally must include in their gross income any taxable distributions received. Our Customer Service Department can review beneficiary IRA guidelines with you and the options available.

Who is Eligible
Contribution Guidelines
Distribution Requirements
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©2007 Trust Administrative Services. Trust Administrative Services is a division of First Regional Bank, Member FDIC.
TRUST does not sell investments nor provide investment advice, and all transactions are at the direction of the accountholder and/or
their designated financial representative. Investment products are not FDIC insured, not guaranteed by the bank and may lose value.