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Which of the following is a benefit of using retirement assets to fund a bypass trust? Select one: a. RMDs will be based on the
Which of the following is a benefit of using retirement assets to fund a bypass trust? Select one:
a. RMDs will be based on the oldest trust beneficiarys life expectancy.
b. Income tax will not be realized when retirement assets are paid to a trust.
c. The clients available estate tax exemption may be sheltered from future estate tax.
d. The trust may name a charity as the remainder beneficiary.
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