Harvey Pehrson, who is age 71, is going to receive a lump-sum distribution from a qualified plan
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Harvey Pehrson, who is age 71, is going to receive a lump-sum distribution from a qualified plan in 2018. He has asked you to provide him with a description of the alternatives available to him for taxing the lump-sum distribution. Draft a letter to Harvey in which you respond. He resides at 3000 East Glenn, Tulsa, OK 74104.
DistributionThe word "distribution" has several meanings in the financial world, most of them pertaining to the payment of assets from a fund, account, or individual security to an investor or beneficiary. Retirement account distributions are among the most...
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Related Book For 
South-Western Federal Taxation 2019 Individual Income Taxes
ISBN: 9781337702546
42nd Edition
Authors: James C. Young, William H. Hoffman, William A. Raabe, David M. Maloney, Annette Nellen
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