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Stretch IRA Rules and "See-Through" Trusts - What You Need to Know


Trusts can be a beneficiary for your IRA, but you will want to be familiar with the requirements for trust a to be a qualified “see-through” trust. Meeting these requirements is the only way the valuable “stretch” advantage can be used by trust beneficiaries. The stretch is the ability of the named beneficiary to spread (or stretch) required post-death distributions from an IRA over the beneficiary’s life expectancy using the IRS Single Life Expectancy Table....(read more)


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