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June 27, 2012

IRS Allows Spousal Rollover: Trust Beneficiary

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The IRS has issued the applicable federal rate (AFR) for October.

Among other things, these rates are uses to calculate substantially equal period payments (SEPP) under IRC § 72(t).

Please click here for October’s rates http://www.irs.gov/pub/irs-drop/RR-12-28.pdf

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Qualified Charitable Distribution (QCD)

Definition A distribution that is excludable from the distributee’s income, as a result of meeting the following requirements: It is made after the distributee reaches

Catch-up Contribution

Definition An additional contribution that can be made to a retirement plan by a participant who is at least age-50 by the end of the

Salary Deferral Contribution

Definition A contribution made pursuant to a participant’s election to have a portion of his/her salary/wages  contributed to his/ her employer sponsored plan  rather than

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