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Articles Posted in New Jersey Estate Planning Attorney

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Qualifying a Trust as the Beneficiary of an IRA While Taking Advantage of the “Stretch-Out”

If a person wants to control the distribution of funds held in an IRA after their death, it is possible to do so by naming a trust as the beneficiary of the IRA.  However, in order to minimize tax consequences, the trust named as the beneficiary must be a “look-through”…

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