Featured Jobs
Compass Retirement Consulting Group, Inc.
|
Retirement Plan Documents Specialist Loren D. Stark Company
|
Retirement Plan Relationship Manager ERISA Services, Inc.
|
RTD Financial Advisors
|
Pentegra
|
Carpenter Morse Group
|
Bates & Company
|
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc.
|
Employee Benefits and Executive Compensation Associate Attorney Verrill
|
Retirement, LLC
|
Trucker Huss, A Professional Corporation
|
Retirement Plan Administrator (TPA) Retirement Plan Consultants
|
Administrator/Consultant (DC and DB) TPA Professionals |
Retirement, LLC
|
Retirement Plan Legal Specialist Pentegra
|
Plumbers Local Union No. 1 Benefit Funds |
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
 |    |
<< Previous news item | Next news item >>
| The Executor's Guide to Retirement Plan Distributions: Income Taxes Morningstar  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): [1] Is the executor permitted to make the distribution at this time? ... [2] Pecuniary bequests.... [3] Separate share rule.... [4] No DNI deduction for charity.... [5] 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). |
