This page covers the following location(s) in NaviPlan:
Enter Financial Data - Strategies - Redemption
Planning Objectives :: Procedures :: Related Information
‡ Except for ILITs, grantor trusts will not be made available for principal distributions. For these trusts, NaviPlan will not allow principal distributions to be made until after the insured's death, which means no special tax treatment is required (i.e. the trust will always be responsible for paying the tax).
‡‡ Irrevocable type trusts are not always eligible for principal distributions. If the Transfer Income to Surviving Client on Death option is selected, the trust will no longer be eligible for Principal distributions.
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