July 01, 2002

Using Trusts Effectively in Retirement Planning, Part I (2002, 16:04)

Using Trusts Effectively in Retirement Planning, Part I: Final Regulations Simplify Distributions from Qualified Plans and IRAs to Trusts

Probate and Property, July/August 2002, Volume 16, Number 4

By Thomas W. Houghton

On April 17, 2002, the IRS issued final regulations that greatly simplify the rules that govern distributions from qualified plans and IRAs. 67 Fed. Reg. 18,988 (Apr. 17, 2002).  

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