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LGBT Older Adults and Tax-Qualified Retirement Plans

September 2010 | Services & Advocacy for GLBT Elders (SAGE), Movement Advancement Project (MAP)

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Inheriting a tax-qualified retirement plan from a loved one can cost an LGBT person thousands of dollars per year in retirement income because of different treatment under the law. This inequity is especially significant given that LGBT elders are poorer and less financially secure than Americans as a whole. One of eleven issue briefs based on the SAGE/MAP report Improving the Lives of LGBT Older Adults.


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