david rigby Posted December 27, 2023 Posted December 27, 2023 Wow. @Carol V. Calhoun has posted (12/04/23) a thoughtful treatise/practice note on Substantial Risk of Forfeiture. https://benefitsattorney.com/articles/substantial-risk-of-forfeiture/ austin3515 1 I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
austin3515 Posted December 27, 2023 Posted December 27, 2023 Saving that one! Thanks Carol!! Austin Powers, CPA, QPA, ERPA
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