Guest RBeck Posted February 5, 2003 Posted February 5, 2003 Son owns a company, mother is a participant. Attribution rules apply. Does the plan need a bond?
four01kman Posted February 6, 2003 Posted February 6, 2003 Doesn't sound like a one-man company to me. Where is the bond exemption? Jim Geld
Appleby Posted February 6, 2003 Posted February 6, 2003 I agree- had the other person been a spouse ( instead of a monther), then bonding would not be required Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
Guest RBeck Posted February 6, 2003 Posted February 6, 2003 that's what I thought. A bond is needed here. Thanks!
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