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sasilva77

457F Beneficiary

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Can we change the beneficiary on a 457f to a charitable trust? If so, what are the tax consequences? I would think that just like any qualified plan or IRA funding a CRT this should work, but I don’t understand the taxable issues and tax deduction opportunities at death.

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I could be wrong, but I think this site is geared more toward 457(b) plans. If you don't get a response here, you may want to post this question in the 457 forum at Benefitslink.com.

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