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Speech outline, “Key Legislative and Tax Changes That Impact The Performance Of Your Fund,” now available (Posted on October 5, 2004 by Carol V. Calhoun)

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You can click here to see a copy of the outline for the presentation, given at the 12th Annual Guns & Hoses, the Annual Reunion of the Nation’s Police & Fire Pension Fund Leaders and Their Advisors, on October 5, 2004.

Topics covered:

  • Dealing with mandatory rollovers of involuntary cash-outs;
  • Effect of minimum distribution rules on investments;
  • Effect of inclusion of a governmental section 457(b) plan in a group trust on the group trust’s tax exemption;
  • Plans run by labor unions; and
  • Deemed IRAs

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Copyright © 1998 - 2023 by Carol V. Calhoun

The opinions posted on this site are my own and do not necessarily represent my law firm's position, strategies, or opinions. The contents of this site, including all articles, opinions, and other postings, are offered for informational purposes only and should not be construed as legal advice. A visit to this site or an exchange of information through this site does not create an attorney-client relationship. You should consult directly with an attorney for individual advice regarding your particular situation. I am not your lawyer under any circumstances.

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Copyright © 1998 - 2023 by Carol V. Calhoun

The opinions posted on this site are my own and do not necessarily represent my law firm's position, strategies, or opinions. The contents of this site, including all articles, opinions, and other postings, are offered for informational purposes only and should not be construed as legal advice. A visit to this site or an exchange of information through this site does not create an attorney-client relationship. You should consult directly with an attorney for individual advice regarding your particular situation. I am not your lawyer under any circumstances.

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