SAGE: Advocacy & Services for LGBT Elders
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LGBT Older Adults and Tax-Qualified Retirement Plans

Services & Advocacy for GLBT Elders (SAGE) & The Movement Advancement Project and SAGE & Center for American Progress

September 1, 2010


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.

Categories: Economic Security, Legal & Finance


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