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  2. 60-day rollover rule: What retirement investors need to know

    www.aol.com/finance/60-day-rollover-rule...

    The 60-day rollover rule is one of the many traps that lie in wait for investors rolling over a retirement account such as a 401(k) or IRA. You have to follow the rules exactly, or you could end ...

  3. Rollover vs. Conversion: Which Retirement Move Is Best For Me?

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  4. Trust Tax Rates and Exemptions for 2022 - AOL

    www.aol.com/news/trust-tax-rates-exemptions...

    In 2022, that is set at $12.06 million for individuals and $24.12 million for couples. Trustee and Tax Preparation Fees. The trust may deduct reasonable fees for trustee management and tax ...

  5. Crummey trust - Wikipedia

    en.wikipedia.org/wiki/Crummey_trust

    The trust beneficiaries are notified by the trustee that they have the power to withdraw some or all of the gift to the trust for a specified time period. The simultaneous acts of the grantor transferring property to the trust and the trust beneficiaries being permitted to withdraw the gift from the trust is deemed to be the same as giving the ...

  6. Required minimum distribution - Wikipedia

    en.wikipedia.org/wiki/Required_minimum_distribution

    Legislation passed in 2006 allows qualified retirement plans to be amended to offer a "nonspouse rollover". If the rollover is available, a beneficiary may make a direct transfer of the funds to an inherited IRA, which must be in the name of the decedent for the benefit of the named beneficiary. This became effective beginning in 2007.

  7. Generation-skipping transfer tax - Wikipedia

    en.wikipedia.org/wiki/Generation-skipping...

    The U.S. generation-skipping transfer tax (a.k.a. "GST tax") imposes a tax on both outright gifts and transfers in trust to or for the benefit of unrelated persons who are more than 37.5 years younger than the donor or to related persons more than one generation younger than the donor, such as grandchildren. [1]

  8. Uniform Trust Code - Wikipedia

    en.wikipedia.org/wiki/Uniform_Trust_Code

    The final text of the Uniform Trust Code (UTC) was approved by the ULC commissioners in August 2000. The American Bar Association's House of Delegates officially endorsed the UTC in February 2001. The following months saw the finalization of detailed interpretive comments in April 2001 and minor clean-up revisions in August 2001. [ 2 ]

  9. IRA Transfer vs. Rollover: Do You Know the Difference?

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