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403(b) Tax Sheltered Annuities (Part II)

403(b) Tax Sheltered Annuities (Part II)

This 19 slide audio slide presentation takes the form of a dialogue between the administrator of a 403(b) plan for the ABC School District and an IRS representative.  The focus of the presentation is on compliance with 2008 tax law.  Topics include effective date, written program requirement, salary deferral limit, universal availability, loans, hardship distributions, as well as the old and new exchange rules.  Time 12:48.

 

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