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- Qualified Plan Distribution Planning
You have accumulated a substantial balance in your company’s 401(k) plan and are about to retire. Should you take a total
distribution from that account? Should it be rolled over to
an IRA? What are the tax implications if it is not rolled
over? When do you have to start taking distributions from
that account? Are all distributions fully taxable? To help
answer these and other questions about your plan
distribution, we offer the following services:
- Analysis of distribution options available from the
qualified plan
- Analysis of tax implications of a total distribution
versus an IRA rollover
- Modeling of the distribution stream available from
both pre-tax and post-tax accounts
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