[WSBARP] distribution from 401(k)

[Marvin Benson]

How old is client?
Is client aware of tax consequences?

Marvin Benson

On Wed, Jan 8, 2020 at 3:54 PM Robert R. Cole <cole-gilday at stanwoodlaw.net>
wrote:

> Client wants to distribute real estate to himself individually from his
> self-directed 401(k) trust of which he is trustee.  What excise tax  WAC
> does he use -- 210 (irrevocable trusts) or 211 (mere change in identity) or
> other?  Anything else odd with this?  Thanks for your input.
> --
>
> Very Truly Yours,
>
> Robert R. Cole
>
> Law Office of Cole & Gilday, P.C.
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