This seminar will be simulcast to Livermore. Please see schedule below. There is a great deal of good news for participants in the new IRS rules governing these plans, but obtaining reliable advice is still important. Plan assets can still be eroded significantly by income tax and penalties if participants make ill-informed decisions regarding how they take distributions.
Amounts withdrawn from a plan are subject to income tax.
A new uniform distribution table is much simpler, with automatic annual recalculation. Kenneth C. Leach is an Albuquerque attorney who practices extensively in the area of estate planning and probate including retirement plan distribution planning. Seating is limited. Disclosure Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Similar products may be purchased from an agent or company of your choice.