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Pension and Retirement Plans Distributions Research & Guidance

Turn to Bloomberg BNA Tax & Accounting's resource and reference tools for detailed analysis and guidance on tax transactions and topics related to distributions for pension and retirement plans. Bloomberg BNA gives you expert-written, in-depth analysis, real-life scenarios and examples, working documents, and much more. Our leading coverage of distributions for pension and retirement plans includes forms of distribution, including lump-sum, annuity, and installment payment distributions, in-service distributions, distributions at termination of service, application of Section 411(d)(6), and more. Our team of practitioners — leading experts in their respective fields — gives you timely updates on the latest developments to help you reduce research time and improve your best practices. You'll also get practice tools, working papers, client letters, source documents, and sample forms.

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Bloomberg BNA's Compensation Planning Portfolios Library shares the experience of leading tax and ERISA practitioners ...
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The Compensation Planning Journal keeps you abreast of such wide-ranging compensation planning issues as qualified plan ...
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Qualified Plans — Taxation of Distributions discusses the income, excise, and withholding tax issues relating to various ...
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The BNA Tax and Accounting Center is the only planning resource to offer expert analysis and practice tools from the wor ...