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This looks like a good place to start discussions on Lump Sum Distributions since finacial advisors seem to avoid them, and the IRS rules aren't that lucid. Before you post get out a Pub 575 and/or Form 4972 and its Instructions.
To get the ball rolling, I personally filed TWO Form 4972s for my own plans. All the texts say "once in a lifetime" but the IRS knows better. That really cuts the marginal brackets down to size. Any comments? Ed
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