Guest Astro Posted December 26, 2001 Posted December 26, 2001 I have been searching for the IRS release of the safe harbor language for 402(f) Notice (distribution/rollover notice) that will comply with EGGTRA. The IRS promised it would release the safe harbor/model before the end of 2001. The language for prior years was released in Notice 2000-11. Has anyone seen a new release from the IRS for the safe harbor/model for 402(f) Notice complying with EGGTRA?
Appleby Posted December 31, 2001 Posted December 31, 2001 at this link http://ftp.fedworld.gov/pub/irs-drop/n-02-3.pdf Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
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