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Self-funded Trusts vs. no trust


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My opinion- no trust ever, creates unnecessary complexities, liability and expense (CPA audit).

Only possible exception- if significant pre-funding of deductible contributions desired (subject to 419 limitations).

Scary thing I see too often is unfunded health plans (no trust) filing a Schedule H to report the "plan" bank account and paying a CPA to "audit" the bank account.

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