Guest Pcoco Posted February 21, 2002 Posted February 21, 2002 Is it required that the "Special Tax Notice Regarding Plan Payments" be given to participants who are rolling their SEP money into a 401(k) Profit Sharing plan?
Appleby Posted February 26, 2002 Posted February 26, 2002 I think not. This is requirement for qualified plans Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now