LeonardS
Expert Alumni

Retirement tax questions

Yes, if your pension administered by the Pension Benefit Guaranty Corporation (PBGC) is one of these types:

  • 401(K)
  • 403(b)
  • SAR/SEP
  • SEP-IRA
  • Simple IRS

Then your plan is a qualified plan.  You can verify this by contacting the PBGC.

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