[WSBARP] distribution from 401(k)
Robert R. Cole
cole-gilday at stanwoodlaw.net
Fri Jan 10 17:09:39 PST 2020
old enough, and well aware.... thanks for asking.
Very Truly Yours,
Robert R. Cole
Law Office of Cole & Gilday, P.C.
10101 - 270th St. NW
Stanwood, WA 98292
(360) 629-2900 (Telephone)
(360) 629-0220 (Fax)
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On 1/10/2020 4:26 PM, Marvin Benson wrote:
> 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 <mailto: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.
>
> 10101 - 270th St. NW
>
> Stanwood, WA 98292
>
> (360) 629-2900 (Telephone)
>
> (360) 629-0220 (Fax)
>
> This message contains confidential and privileged information that
> is intended only for the named recipient(s).Unless you are the
> named recipient or authorized agent thereof, you are prohibited
> from reading, copying, distributing or otherwise disseminating
> such information.If you receive this communication in error,
> please notify the sender immediately.
>
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