Help - Search - Members - Calendar
Full Version: Tax Cuts
BenefitsLink Message Boards > Retirement Plans > Retirement Plans in General
chris4013
I was looking for some information on the tax cuts that are expected to be signed by Pres. Bush next week. Do they include any changes to retirement plans? I was under the impression that the bill might extend adp refunds until 6 mos. after the plan year.

Thank you
Theresa Lynn
Here is the Joint Committee summary.
http://www.house.gov/jct/x-54-03.pdf
I have not looked at the actual bill language yet (which always includes a few surprises not discussed in the official summaries), but my understandig is that any pension and benefit changes are only indirect--for example, I am assuming that the reduction in tax rates for dividends and capital gains will help employees under stock purchase plans, persons receiving a distribution eligible for the 1974 capital gains treatment rules, etc.
Also look at the attachment
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2012 Invision Power Services, Inc.