Retirement distribution planning, including the new minimum-distribution rules
Article Abstract:
The author discusses retirement income distributions planning for pension plans and IRAs in light of the minimum distribution rules.
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
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Estate planning impact of the new distribution rules
Article Abstract:
The authors discuss the impact to estate planning of changes to individual retirement accounts and other retirement income sources distribution rules.
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
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IRS's renewed support for voluntary corrections by qualified plans
Article Abstract:
This article summarizes and explains IRS Revenue Procedure 98-22 which contains rules for qualified employee benefit plan compliance corrections under the Employee Plans Compliance Resolution System (EPCRS).
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 1999
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