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<blockquote data-quote="JonFrum" data-source="post: 575082" data-attributes="member: 18044"><p>Everything you quoted applies to a "qualified retirement plan."</p><p> </p><p>The quoted text itself defines a "qualified retirement plan" as follows:</p><p></p><p>Multi-employer and single-employer pension plans are <u>not</u> included in the definition.</p><p> </p><p>How many retired clients have paid a 10% tax based on your wife's advice over her thirty years? Perhaps they can file for a refund.</p></blockquote><p></p>
[QUOTE="JonFrum, post: 575082, member: 18044"] Everything you quoted applies to a "qualified retirement plan." The quoted text itself defines a "qualified retirement plan" as follows: Multi-employer and single-employer pension plans are [U]not[/U] included in the definition. How many retired clients have paid a 10% tax based on your wife's advice over her thirty years? Perhaps they can file for a refund. [/QUOTE]
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