Regional Vice President of Sales The Retirement Plan Company
|
Bates & Company, Inc.
|
AimPoint Pension
|
Loan & Distribution Specialist AimPoint Pension
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
Compass
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Changes to 72(t) Payouts Allowed
The National Underwriter Company Oct. 15, 2002
Oct. 14, 2002 article. Excerpt: Advisors will be disappointed to find that the guidance ignores some very helpful features that have been permitted in earlier private letter rulings. One variation on the amortization method that was approved in a 2001 private ruling involved a taxpayer redetermining his distribution each year based on his account balance. In other rulings, the Service has permitted cost of living adjustments, provided they were set up at the time the payout began.
|
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |