Regional Vice President of Sales The Retirement Plan Company
|
Compass
|
Bates & Company, Inc.
|
Loan & Distribution Specialist AimPoint Pension
|
AimPoint Pension
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
The Executor's Guide to Retirement Plan Distributions: Income Taxes
Morningstar Aug. 10, 2021 "Here are four obstacles you don't want to find out about after you have already taken the distribution from the retirement account (and at number five, a way to sidestep two of them): [1] Is the executor permitted to make the distribution at this time? ... [2] Pecuniary bequests.... [3] Separate share rule.... [4] No DNI deduction for charity.... [5] Transfer the plan itself, not the distribution." |
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). |