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Financial Planning / Tax Strategies


Subject:  Leaving Roth IRA to a Trust Date:  1/31/2000  7:23 PM
Author:  AEHL Number:  26505 of 127753

Is it possible upon death, to leave the funds in a
Roth IRA to an heir under a trust?

Can the Trustee (Bank) manage said trust?

Would stipulations of said trust be outside the Will?
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