IRS PLR 201633025 – Trust is qualified beneficiary despite charity as a successor beneficiary
Charity is Exception to ‘Contingent Right’, making Trust a ‘Qualified Beneficiary’| PLR 201633025 (click above to read article)
trust beneficiary
A trust that is the named beneficiary of an IRA or other retirement account. The distribution options depend on the type pf trust
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IRS Allows Spousal Rollover: Trust Beneficiary
“ The IRS has issued the applicable federal rate (AFR) for October. Among other things, these rates are uses to calculate substantially equal period payments
October 31- Deadline for Trust Beneficiary
Generally, if a trust is the beneficiary of a retirement account, the retirement account is treated as not having a designated beneficiary. When a retirement
