Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Defined Contribution Account Manager Nova 401(k) Associates
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Retirement Planners and Administrators (RPA)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Retirement Solutions Specialists
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New York City District Council of Carpenters Benefit Funds
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Pollard & Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Greenline Wealth Management
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Great Lakes Pension Associates, Inc.
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Fringe Benefit Group
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How to Effectively Take Early IRA Distributions Without Penalty
Natalie Choate, in Morningstar; free registration may be required Oct. 15, 2018 "If IRA owners design their 'series' of payments in accordance with strict IRS rules, and keep taking their series payments regularly without any 'modification' until they are over age 59-1/2 (and for at least five years), the SOSEPP payments are penalty-free.... Your clients need to get the largest possible payments allowed by IRS rules. This means they should use a single life expectancy ... the highest permitted interest rate ... [and] the amortization method[.]" |
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