Distribution from CalPEERS | Ed Slott and Company, LLC

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

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