Ed Slott wrote a November 1st piece for Financial Planning titled, "Giving It Back." The piece dealt with Notice 2009-82, released by the IRS on September 24th of this year.
As Slott wrote: Notice 2009-82 affects individuals who normally would have been subject to RMDs from either a company plan or an IRA. Taxpayers receiving annuity payments from a qualified plan calculated over their lives alone, or their lives jointly or over a period of at least 10 years, also qualify for relief.
CLICK HERE TO READ THE ENTIRE ARTICLE IN FINANCIAL PLANNING.
Compiled by Ed Slott and Company
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*Copyright 2009 Ed Slott and Company, LLC
Wednesday, November 4, 2009
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