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Lump-sum distributions and tax choices explained
A column explains how lump-sum distributions from 401 k plans pension plans and stock bonuses are taxed. It covers mandatory 20 percent withholding rollover options to IRAs direct trustee transfers 60 day rollovers and tax deferral via an TRA Rollover Account with investment choices and growth potential. It cautions about penalties and stresses consulting a tax or legal advisor before decisions.
MENTIONED IN THIS ARTICLE
IRS
Donaldson
San Clemente
Morgan Stanley