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- Fri Apr 05, 2013 3:05 pm
- Forum: Investing - Help with Personal Investments
- Topic: Tax treatment of lump sum distribution
- Replies: 10
- Views: 2468
Hi. Just curious if anything more happened with this. I have a similar situation, and I'm curious about whether this could be challenged based on classes (e.g., if one could show that the policy, though within IRS rules, would unfairly penalize those with less invested or at lower income/pension lev...