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Posted

Have a client who has clearly met the 70% withdrawal over th 3 year period. Calculation looks correct - amount owed is over 200,000 so no deminimus exception. My question is this is a very small business....they had 7 employed and now down to 3, but not insolvent or looking to file bankruptcy. Is there special method of calculating which would allow a small business that qualifies to pay less than the full amount?

Thank you for your time.

Posted

Which industry are they participating in? There are some exceptions and some additional issues based on the industry.

__________________

Erik Read, APR CKC

  • 2 weeks later...
Posted
Which industry are they participating in? There are some exceptions and some additional issues based on the industry.

It is basic delivery trucks. They are not in construction or one of the other industries which have some defenses to this.

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