Rollovers - PowerPoint PPT Presentation

Chapter 11

Chapter 11. Retirement and Other Tax-Deferred Plans and Annuities “The income tax laws do not profess to embody perfect economic theory.” -- Oliver Wendell Holmes, Jr. LO #1 – The Basics. Retirement plans are encouraged and receive tax advantages.

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June 2000 safety campaign ROLLOVER It can happen to YOU !!

June 2000 safety campaign ROLLOVER It can happen to YOU !!. PDO and Contractors “Performance” over a period of 3 years: More than 100 roll-overs 2 Men died 6 LTI’s 100 cars damaged financial loss estimate: 5 million US$ WHY ?.

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