Overview - For many years, the name of the game in retirement planning for income and estate tax purposes has been to maximize the tax deferral of qualified retirement and IRA accounts while preserving the ability to payout distributions over the...By: Gerald Nowotny
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Overview - About six years ago I wrote an article that I posted on JD Supra regarding the ability of business owners to exclude employees from participation in the company pension plan by relying on a Department of Labor exemption for union...By: Gerald Nowotny
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For a long time, the game in retirement planning for income and estate tax purposes has been to maximize tax deferral while preserving the ability to payout distributions over the longest period of time possible, i.e. the so-called Stretch IRA. Truth...By: Gerald Nowotny
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