Tax Brochure I Wrote for Pennsylvania’s Retired School Employees
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Below is a link to an example (real world) brochure I wrote last century which has been updated only to add internet/website information. I ask for your indulgence when evaluating its clarity in that it is keyed to a population knowledgeable about the subject and involves federal income taxation of pension benefits for Pennsylvania’s school employees. That pension system has existed since the early 20th century and, overtime, many idiosyncratic state and federal laws were passed relating to the benefits provided and the tax treatment thereof. Which is to say, it may still read ‘like Greek’ to you given no real-world context, but I hope you and yours can see through that surface-level limitation.