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Retirement Plan Administration Consultant Blue Ridge Associates
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Anchor 3(16) Fiduciary Solutions
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ESOP Administration Consultant Blue Ridge Associates
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Managing Director - Operations, Benefits Daybright Financial
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Pentegra
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BPAS
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Regional Vice President, Sales MAP Retirement USA LLC
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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MAP Retirement
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Southern Pension Services
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Retirement Relationship Manager MAP Retirement
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2025 IRS Form 4972: Tax on Lump-Sum Distributions (From Qualified Plans of Participants Born Before January 2, 1936) (PDF)
Internal Revenue Service [IRS] 
[Official Guidance] Nov. 12, 2025 "Use Form 4972 to figure the tax on a qualified lump-sum distribution ... you received in 2025 using the 20% capital gain election, the 10-year tax option, or both. These are special formulas used to figure a separate tax on the distribution that may result in a smaller tax than if you reported the taxable amount of the distribution as ordinary income." MORE >> |
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