Retirement tax questions


@heffner-sc wrote:

.....that portion of the trustee's fee (which is free to use anyway that trustee believes supportable)...


If the trustee earned the fee and then decided to give you part of that fee out of nothing more than love and affection, then that would be a gift from the trustee to you.

 

I wholeheartedly agree that you should consult with a local tax professional in that respect and disregard any advice or information from those who are not aware that trusts have trustees while estates do not.