Compass Retirement Consulting Group, Inc.
Loren D. Stark Company
ERISA Services, Inc.
RTD Financial Advisors
Carpenter Morse Group
Bates & Company
Hochheiser Deutsch & Co, Inc.
Trucker Huss, A Professional Corporation
Retirement Plan Consultants
Plumbers Local Union No. 1 Benefit Funds
“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|
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):  Is the executor permitted to make the distribution at this time? ...  Pecuniary bequests....  Separate share rule....  No DNI deduction for charity....  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 link above).|
|An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified).|