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Estate alternate valuation date for IRA/401(k)

Guest Bernard F

By Guest Bernard F
in Estate Planning Aspects of IRAs and Retirement Plans

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Guest Bernard F

Guest Bernard F

Posted
Posted

5. If Alternate valuation is elected for an estate what date is used as the alternate valuation date for an IRA and a 401(k) each of which has a named beneficiary? (e.g., when is this property considered to be sold, exchanged or otherwise disposed of?).

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