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Retirement Advantage Distribution Request Form

Retirement Advantage Distribution Request Form

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any distribution from a retirement account is going to fall into one of three categories one category is reportable and taxable distributions from a 401k or from a conventional Ira are going to be reportable and fully taxable a distribution from a Roth IRA falls in the middle category it is not taxable but it is reportable it's reported to the IRS on a form 1099 the third and best category is a distribution from a TR or tax-free retirement account TR distributions are neither taxable nor reportable that means the IRS never sees them so if privacy is important to you you might want to consider using a TR as your primary retirement tool

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