Treatment of pension benefits and retirement assets


Knowing how the IRS Collection Division treats pension benefits and retirement savings is an important part of understanding a client’s situation and helping the client plan a course of action to resolve his or her unpaid tax liabilities. Pension benefits and retirement savings often constitute a client’s most valuable assets, and are viewed as a safety net. For that reason, many assume that such assets are beyond the reach of…
Former IRS Special Agent, having worked in the IRS Criminal Investigation Division's office in Baltimore, Maryland. In 1980, he was named as Criminal Investigator of the Year by the Association of Federal Investigators. He holds a...
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