Nicholas Pension Consultants |
RTD Financial Advisors |
Retirement Plan Documents Specialist Loren D. Stark Company |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Retirement, LLC |
Plumbers Local Union No. 1 Benefit Funds |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Administrator/Consultant (DC and DB) TPA Professionals |
Farmer & Betts, Inc. |
Kentucky Trust Company |
Retirement Plan Legal Specialist Pentegra |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Pentegra |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
EPIC: TPA/DPS |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Retirement, LLC |
EPIC Retirement Plan Services |
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Withhold Taxes on Distribution to Deceased IRA Owner's Nephew? Compliance Headquarters ![]() Feb. 4, 2004 Excerpt: Question: One of our IRA owners died leaving his entire traditional IRA to his nephew. The nephew wants to take a total distribution. Do we withhold income taxes or is he on his own at tax time? Answer: As a traditional IRA custodian/trustee you are a payer required to provide any IRA owner, or beneficiary after an owner's death, with IRS Form W-4P ... prior to his/her receiving a distribution. |
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