PLR 201750004: Trust is Valid See Through Trust

In PLR 201750004, the IRS ruled that a subtrust that was the named beneficiary of retirement accounts was a valid see- through trust and, therefore, the required minimum distributions for the applicable retirement accounts are to be calculated based on the life expectancy of the sole designated beneficiary of the subtrust.

See PLR 201750004 by clicking here. 

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.

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