Guest TMary Posted August 6, 1999 Report Share Posted August 6, 1999 If the beneficiary of a 403-b (150,000) disclaims it, and it passes to a credit shelter trust (contingent. benef), what taxes, if any, will need to be paid and at what rate? Will the entire account be paid out to the trust at once? Link to comment Share on other sites More sharing options...
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