Estate Planning Forum New Message
Message 2302: Re: IRA beneficiary




WWWBoard: Message 2302


[ Follow Ups ] [ Post Followup ] [ ]



   Posted by Martin Glatt on 08/09/05

Subject:   Re: IRA beneficiary


Message Posted

In Reply to: Re: Trust as IRA beneficiary posted by Tobyann Mandel on 07/13/05:

Almost same facts. Not a trust. No beneficiary named.
No probate, small estate allowed my client to get
total distribution from her Father's IRA directly. Any way to roll this over to avoid current taxes?



  

Follow Ups:





These posts are for archive purposes only.

Name:
E-Mail:
Subject:

Message to Post