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Showing content with the highest reputation on 10/10/2013 in all forums
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I'd correct both of them. Remove the excess plus investment experience and put it in the suspense account. Then use it to offset the next matching deposit(s). I would not send it back tot he company as mistake of fact..2 points
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Can a distribution withhold 30%?
ETA Consulting LLC reacted to ESOP Guy for a topic
We do it all the time. If the person puts on their form they want extra we do it.1 point -
Can a distribution withhold 30%?
ETA Consulting LLC reacted to K2retire for a topic
It's my understanding that the required 20% is the minimum and you can always request more. Given that most participants (particularly those under age 59 1/2) will owe more than 20%, it seems perfectly reasonable.1 point -
A trust can be employed to commit fraud. :-)1 point
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I agree with BG5150.1 point
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Do you like paying high fees/commissions? I guess you do otherwise you would not be fixated on the high fees/commission based 403(b) maintained by your wife at AXA. Have you digested my prior post? What other k-12 districts allow should not be an issue for you at this time----you must deal with your options and your options are either to pay tax on the distribution or roll it over to an IRA with Vanguard. For me this is a no-brainer!!! Joel1 point
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However, not quite as risky as the die, receive death benefits and insurance proceeds, rise from the grave scam.1 point
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