rlb64 Posted February 11, 2005 Posted February 11, 2005 I'm looking at a tax-exempt 457(b) plan document using a TIAA-CREF prototype. The base document provides for lump and annuity options. It's my understanding annuities shouldn't be offered by a tax exempt 457(b) plan if a lump sum option is also permitted. The amounts become available and taxable. Am I wrong?
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