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Technical

Required Minimum Distribution Regulations Logo aicpa

  Robert Keebler |   Free |   AICPA |   14 Jul 2015 |   AICPA.org

In this podcast, Bob Keebler provides an update on Notice 2015-49 regarding the use of lump sum payments to replace lifetime income being received by retirees under defined benefit pension plans.

Topics covered:
  • Personal financial planning: Technical: Retirement planning: Withdrawal & distributions, Foundational

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