[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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