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Must have for financial and tax professionals:IRA...

Must have for financial and tax professionals:...

Calculators, forums, articles and more on 72(t) and 72(q) /SEPP Plans. Includes RMD Calculators...

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  • An employer just realized that the SEP employer contributions he made to his employee’s SEP IRA exceeded the deductible limit of 25% of her (the employee’s) W-2 wages. How can this be corrected?

  • I requested $100,000 in rollover eligible assets from my 401(k) account, but I had the amount paid to me. My employer withheld 20% for federal taxes, so I received only $80,000. I want to rollover the entire $100,000. Should my employer refund the amount they withheld for taxes to me?