No. of Recommendations: 3
Deep planning from a "guy on the phone"

A properly constructed trust, a see-through trust, for instance, can be the beneficiary of an IRA with no additional tax ramifications.

Consult with a estate attorney licensed in your state for clarification.

There are no new "issues now" regarding living trusts. The rules have always been very clear. Some trusts along with charities and estates have five years to distribute assets.

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