Page 27 - AprDefComp

CRD taxation and details

• Exempt from 10% penalty tax

• "402(f) Tax Notice" is not required in advance

• Not subject to 20% mandatory federal withholding

• Still subject to federal income tax (if taken from taxable source)

• Participant can choose to spread tax impact over 3 years in equal amounts

• Participant has option to repay distribution within 3 years

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