flosfur Posted March 22, 2008 Posted March 22, 2008 A participant died without designating a beneficiary for pension plan's benefit. The executor of the deceased's estate is requesting the distribution to the estate. Should the taxes be withheld from the distribution?
Appleby Posted March 22, 2008 Posted March 22, 2008 Withholding is optional. If withholding is elected, the minimum amount of federal withholding is 10% 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