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Take Note

The year 2004 saw developments in retirement benefits ranging from new final, minimum distribution regulations for defined benefit plans to a crackdown on abusive Roth IRAs. Many of the highlights have been addressed in Trusts & Estates during the past year. Here's a round-up of some additional noteworthy developments: Pre-age 59 1/2 series may use annual recalculation. One of the 12 exceptions to
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The year 2004 saw developments in retirement benefits ranging from new final, minimum distribution regulations for defined benefit plans to a crackdown on abusive Roth IRAs. Many of the highlights have been addressed in Trusts & Estates during the past year. Here's a round-up of some additional noteworthy developments:

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