3 Unfixable Mistakes to Avoid With Plan Assets
Dec 1, 2014
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
Distributions from qualified plans follow a different set of rules than IRAs, and in some circumstances, a wrong move cannot be corrected. Here are three costly mistakes, along with case studies and preventative measures that can help you keep clients’ deferred tax status intact.