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Retirement tax questions
Yes it appears so. All of the following requirements apply. Thank you!
“A trust is considered a qualified “look-through” trust if the following requirements are met:
- The trust is a valid trust under state law.
- The trust is irrevocable or will, by its terms, become irrevocable upon the IRA holder’s death.
- The beneficiaries of the trust are identifiable from the trust instrument.
- Certain documentation has been provided to the IRA trustee, custodian, or issuer.”
November 23, 2024
10:42 AM