DIstribution Planning Resources for Employer-plans

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• 2007 Tax Forum Presentation - Tax Issues on Distributions from Retirement Plans:This presentation focuses on the tax issues on distributions on retirement plans before retirement, at retirement and after retirement.
• 2006 Tax Forum Presentation - Accessing Money From a Retirement Plan: Information on ways to access retirement money before retirement - loans and rollovers and pre-retirement distributions.
• IRS Publication 575-Pension and Annuity Income

• IRS Publication 939- General Rule for Pensions and Annuitites