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Money Talks:
Reduce the Tax Burden of Retirement Distributions

Reprinted from PN March 2003
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Conventional wisdom holds that you should immediately roll over your retirement-plan assets when you change jobs or retire. In some circumstances, though, this may not be the best strategy. Doris Meister's column in the March 2003 PN/Paraplegia News discusses treating lump-sum distributions from defined contribution plans, including

...An explanation of net unrealized appreciation
...Strategies for minimizing taxes paid by your heirs
...Considerations to help you weigh your options

 

To read more about this, order the March 2003 PN, Click Here.
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Money Talks:
Reduce the Tax Burden of Retirement Distributions

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