Distributions from Qualified Plans
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This practical text will help anyone who sells IRAs or TSAs, or deals with retirement plan transfers. The subject of distribution of funds from employer plans is often complicated. Distribution from Qualified Plans gives a thorough treatment to the basic issues involved in requirements, time frames and case studies. Features color illustrations.
About the AuthorsAcknowledgmentsIntroductionCh. 1Review of Qualified Plans1Ch. 2Distributions in General21Ch. 3Early (Premature) Distributions33Ch. 4Required Minimum Distributions53Ch. 5Distributions at Death73Ch. 6Excess Accumulations and Excess Distributions85Ch. 7Rollovers, Transfers and Other Distribution Issues99Ch. 8Distribution Case Studies115App. AValuation Tables131App. BCase Study Illustrations143Answers to Questions for Review179
