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To: grey_whiskers

Wonder if establishing a Trust that could inherit IRAs (as opposed to non spousal heir) would make sense


18 posted on 01/28/2020 9:33:29 AM PST by Chauncey Gardiner
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To: Chauncey Gardiner

If you have Roth IRA’s or 401k’s they can be put in a trust or will’ed to heirs tax free, though under the new law, I think the heir has to take the contribution within 5 years or something like that.


20 posted on 01/28/2020 10:00:28 AM PST by Magnum44 (My comprehensive terrorism plan: Hunt them down and kill them.)
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