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Qualified Plan Assets in a QDOT


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Guest kstorch
Posted

anyone know if qualified plan assets or even deferred compensation is eligible to be deposited into a QDOT?

Guest kstorch
Posted

I have looked through the code as well as a variety of other sources and it just does not seem to be addressed. I did find language in the Masters Estate Tax Guide that said IRA's and Qualified plans are not allowable, however, I was looking for backup from another source as well as an explanation as to why it is not allowed.

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