plr

“Estate Bypass” – Spousal Rollover When the Estate is Beneficiary

Wednesday, October 18, 2023
An estate can become the beneficiary of a person’s IRA in a couple of ways. First, the estate could be named outright as the beneficiary on the beneficiary form. This is not recommended. Why? One reason is that a non-designated beneficiary (like an estate), must follow certain restrictive payout rules.
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Sidestepping the New IRS Private Letter Ruling Fees

Monday, July 18, 2022
Like most everything else these days, the price for receiving an IRS private letter ruling (PLR) has recently gone up.A person will request a PLR to receive the IRS’s blessing that a specific tax transaction won’t violate the tax code or IRS regulations. A PLR is specific to the particular tax situation of the person requesting it. This means that PLRs shouldn’t be relied on by anyone other than that person.
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