Pension and benefits planning can b a complex, daunting task. Veyna & Forschino has helped comapnies throughout the Bay area in providing security fo rhteir employees, while maintaining financial stability for themselves. Veyna & Forschino can help your company develop a pension plan that makes sense - for everyone.
The following pension planning resources may be valuable to you.
This defines a lump-sum distribution and gives the four
conditions under which it can be made.
Form 4972, Tax on Lump-Sum Distributions
instructions are also here.
Retirement Arrangements (IRAs)
This defines an IRA and gives information on contribution
Publication 590, Individual Retirement Arrangements
(IRAs) is available here.
Form 5329, Additional Taxes Attributable to Qualified
Retirement Plans (Including IRAs), Annuities, and
Modified Endowment Contracts is also available.