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Month: October 2011

Home 2011 October

Transferring Puerto Rico Participants in a U.S. Qualified Retirement Plan to a Puerto Rico Qualified Plan

October 1, 2011adminUncategorized

A good practical and technical description of the rules that the IRS set forth in Rev. Rul. 2008-40 for the tax-free transfer of Puerto Rico participants, and their respective plan…

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