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The Executor's Guide to Retirement Plan Distributions: Income Taxes
MorningstarLink to more items from this source
Aug. 10, 2021

"Here are four obstacles you don't want to find out about after you have already taken the distribution from the retirement account (and at number five, a way to sidestep two of them): [1] Is the executor permitted to make the distribution at this time? ... [2] Pecuniary bequests.... [3] Separate share rule.... [4] No DNI deduction for charity.... [5] Transfer the plan itself, not the distribution."

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