New Tax Laws

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L1: New Tax Laws
I have not read or heard any info on the new Tax Laws signed in beginning 2018 regarding 72(t). Was there any changes we need to know about?
2018-01-05 19:57, By: Junky, IP: []

L2: New Tax Laws
No direct changes were made with respect to 72t plans.
I suppose if you had an active plan and planned to convert a portion to a Roth IRA, you would need to know that you could not recharacterize any future conversions any longer. But conversions within a 72t plan are extremely rare.
Really, there were very few changes made to retirement plans in general under the TCJA.
2018-01-05 20:10, By: Alan S, IP: []