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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Pollard & Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Senior Specialist 401k Recordkeeping T Bank N.A.
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New York City District Council of Carpenters Benefit Funds
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Defined Contribution Account Manager Nova 401(k) Associates
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Retirement Solutions Specialists
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Great Lakes Pension Associates, Inc.
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Retirement Planners and Administrators (RPA)
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Greenline Wealth Management
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Fringe Benefit Group
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Answers to More RMD Questions
Kiplinger 
June 15, 2020 "[1] I took my RMD more than 60 days ago in 2020. Can I return it to my IRA? ... [2] If I don't have to take an RMD from my regular IRA in 2020, would it be beneficial to convert this same amount to my Roth account and pay the taxes incurred on that amount? ... [3] What about a qualified charitable distribution? Can I roll it back, and if not, how will that money be taxed? ... [4] Does this new rule apply to income annuity payments? ... [5] [My] wife and I plan to skip taking an RMD this year.... Will the Social Security Administration consider adjusting the IRMAA surcharges down for the remainder of 2020 since our AGI is lower?" |
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