Leaderboard
Popular Content
Showing content with the highest reputation on 12/19/2017 in Posts
-
Don't forget that the first distribution each year must satisfy the RMD and cannot be rolled over.1 point
-
Takeover plan only has a few past SSA's
K2retire reacted to david rigby for a topic
Yep, every actuary with a takeover relationship has had the same thoughts. Generally, we just remove (code D) as many (lump sums) as possible next filing. If the person has previously been reported as D, so what? (To be precise, we assume such reporting is "no harm, no foul".)1 point -
We are trying to discourage this from happening, but there are other advisors saying there should be no problem with this. In the meantime, I'm reading about codes 414b, c, m that are in place to "prevent employers from setting up multiple entities to avoid paying certain employees benefits they normally would have to pay"1 point
-
participant help
K2retire reacted to My 2 cents for a topic
Sorry, but I have a bit of difficulty accepting the idea that a physician forgot about one or more tax-sheltered retirement funds. Sounds a bit like an attempt to defraud the spouse to me. I am not a lawyer, but hiding assets in a divorce situation is fraud, right?1 point
This leaderboard is set to New York/GMT-05:00