In “Trust as Beneficiary of IRA is Popular” (Wall Street Journal, August 29, 2009), this question is
asked:
“My wife and I are both over 65 and are
doing some estate planning. Can I transfer funds from a traditional IRA to a
trust without immediately being taxed? What would be the tax consequences of
making the trust the beneficiary of my IRA?“
To read how a trust can be a beneficiary of an IRA, click
here.
Why don’t you try asking the call center rep. of that IRA?
Hi,
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