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2008-05-12 Accounting, Payroll & Pension Issues - refused pension: I don't fully understand your question. However, if you believe the company is withholding money and a pension due you, you should contact the local office of the U.S. Dept. of Labor - Employee Benefits...
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2008-05-12 Retirement Planning - Early 401K Distribution After Age 55: Hi John, I checked out that link and that's what they are saying. I also looked through IRS publication 575 and could not find anywhere where it said the withdrawal has to be from your last employer....
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2008-05-10 Retirement Planning - Early 401K Distribution After Age 55: Hi John, This is a direct quote from the IRS website: "You would not have to pay the 10 percent additional tax, for example, if you received the distribution after you left the company and you left...
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2008-05-09 Retirement Planning - Early 401K Distribution After Age 55: Hi John, As long as you "separated from service" in or after you the year you turn 55, you may make a penalty free withdrawal from your first employer's plan. You will stil be taxed as ordinary income...
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2008-05-09 Personal Investment & Financial Planning - Fee Schedules for RIA's: There is no "standard" since different advisors offer different services. A typical fee structure ranges from 1% - 1.25% max fee for investment and financial planning services, however, this can vary....
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