Tax Law Defined® Blog

Showing 1 post by Sarah N. Lowe.

The IRS Backtracks (Again!) on Retiree Lump-Sum Windows

The IRS Backtracks (Again!) on Retiree Lump-Sum Windows

On March 7, 2019, the IRS issued Notice 2019-18, which walked back its prohibition on offering retirees receiving annuity payments a time-limited opportunity to receive their remaining benefit value in one lump-sum payment (a “retiree lump-sum window”). Read More ›

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Attorney Spotlight

Daniel G. Mudd is a member of FBT, handling federal, state and local tax matters, including sales and use, excise (e.g., alcohol and tobacco), income, local occupational license and business taxes.