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Thank you for your reply.

As I said in my original post #10029, I chose my numbers for them to come out evenly (I didn't try to come up with a more realistic scenario). Anyway, if I understand what you are saying, you advocate using the IRA/401k income-offsetting technique as an estate-planning tool. It allows you to, both, convert your forced IRA/401k withdrawals into a lump sum and invest that sum in a tax-free vehicle, and to pass the reinvested proceeds outside of your estate, thereby saving on additional taxes.

Are there any situations where this can be done for the current benefit of the 'protagonist', as you refer to him/her?

Zev
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