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any loopholes to the "SIMPLE plan is the only plan" rule?


MR
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True, but as Gary stated earlier, if any other plan is established in 2002, all the SIMPLE contributions made in 2002 will become excesses.

Life and Death Planning for Retirement Benefits by Natalie B. Choate
https://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/

www.DeniseAppleby.com

 

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