[WSBARP] excise tax exemption

Robert R. Cole cole-gilday at stanwoodlaw.net
Wed Jul 7 13:07:40 PDT 2021


I am preparing a deed from a corporation's  401(k) trust to rollover 
real estate to an IRA.  No change of beneficial ownership, but the 
401(k) indicated ownership only internally (this property was long ago 
allocated to the beneficiary/employee, but the deed by which the 401(k) 
held title did not ever mention the beneficiary, although she paid the 
property taxes).  I see no mention of retirement plan rollovers in the 
WAC exemptions, but there should be one.  Thanks for letting me know 
what has worked.

-- 

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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