LO.3, 6 Harvey Pehrson, who is age 71, is going to receive a lump-sum distribution from a
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LO.3, 6 Harvey Pehrson, who is age 71, is going to receive a lump-sum distribution from a qualified plan in 2012. He has asked you to provide him with a description of the alternatives available to him for taxing the lump-sum distribution. Draft a letter to Harvey in which you respond. He resides at 3000 East Glenn, Tulsa, OK 74104.
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South Western Federal Taxation 2013 Individual Income Taxes
ISBN: 9781133189558
36th Edition
Authors: William Hoffman, James E. Smith
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