Pension Plan Specialists
EPIC Retirement Plan Services
Retirement Industry Trust Association (RITA)
Plumbers Local Union No. 1 Benefit Funds
Pension Rights Center
Farmer & Betts, Inc.
RTD Financial Advisors
Loren D. Stark Company
Kentucky Trust Company
Retirement Plan Consultants
Nicholas Pension Consultants
Hochheiser Deutsch & Co, Inc.
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|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.
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