Showing posts with label Tax Avoidance. Show all posts
Showing posts with label Tax Avoidance. Show all posts

Tuesday, May 11, 2021

Avoiding A Tax Bite When Receiving A Pension Distribution

Title: Avoiding A Tax Bite When Receiving A Pension Distribution

Article Snip: "...Employers of most pension plans are required to withhold a mandatory 20% of your lump sum retirement distribution when you leave their company. However, you can avoid this tax hit if you make a direct rollover of those funds to an IRA rollover account or another similar qualified plan. Failure to rollover the entire amount of your lump sum distribution may result in your paying unnecessary taxes on all or a portion of your retirement payout. The 20% withheld from your lump sum retirement distribution is a federal income tax prepayment similar to the federal income taxes withheld from your pay check..."

Reference: benefitslink.com