Distribution from CalPEERS
I have prospective clients who were named beneficiaries on a CalPEERS retirement plan. They took distribution of the funds last fall, unaware of the tax consequences of their actions. Now they want to set up a beneficiary IRAQ. Does anyone have any ideas if there is anyway to help them?
THANKS.
Cary Atlas
Submitted by Cary Atlas on Thu, 2008-02-28 17:27