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When a Lump-Sum Distribution from a Qualified Pension Plan Is

Question 25

Multiple Choice

When a lump-sum distribution from a qualified pension plan is made to a named beneficiary, the following amount is not includible in the plan participant's gross estate.


A) Up to $100,000 if the beneficiary waives favorable income tax treatment on the whole distribution
B) fte amount allocable to the participant's own contributions
C) fte full amount, if the surviving spouse is the beneficiary
D) None of the above

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