[WSBARP] distribution from 401(k)

[Robert R. Cole]

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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