Guest alfry Posted December 7, 2004 Posted December 7, 2004 The IRS has issued 3 PLRs allowing Non-Qualified Annuity Stretch-Outs. None of these involve trusts. Is it too much of a leap to apply the IRA Trust Separate Share rules to NQ Annuities, as well. In other words, annuity in a Revocable trust; annuitant dies; trust becomes irrevocable. It would seem we could do a stretch over oldest bene's life expectancy. Any thoughts? I try my best to discourage clients from putting their Annuities in a trust, or making a trust the bene, however sometimes it does seem to fit. Other times they don't listen. Al
Appleby Posted November 10, 2005 Posted November 10, 2005 Anybody? Issue has resurfaced Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
Appleby Posted November 10, 2005 Posted November 10, 2005 Al, Was one of your PLRs 200323012. If not, maybe this addresses your question? Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
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