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This page contains a single entry by Associate Editor published on January 24, 2012 2:12 PM.

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PLR 201203033: Rollover of Pension Plan Is Tax Free to a Marital Trust

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Associate Editor
on January 24, 2012 TrackBacks (0) Comments (0)

The IRS ruled that the beneficiaries of a marital trust are eligible beneficiaries; that an IRA established to receive distributions from the deceased spouse's pension plan on behalf of the marital trust will be treated as an inherited IRA or annuity; and that any rollovers from the plan to the IRA will be tax free to the marital trust.

See PLR 201203033 (Oct. 26, 2011).

Posted by Andrew Hodes, Associate Editor, Wealth Strategies Journal.

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