BAGDON v. BANK OF AMERICA CORPORATION

IN THE UNITED STATES DISTRICT COURT FOR THE EASTERN DISTRICT OF PENNSYLVANIA ZACHARY J. BAGDON, : Plaintiff, : : v. : Civil No. 2:20-cv-00446-JMG : BANK OF AMERICA CORPORATION, : Defendant. : ____________________________________ MEMORANDUM OPINION GALLAGHER, J. September 30, 2021 I. OVERVIEW After retiring due to a physical disability, Plaintiff Zachary Bagdon learned that his disability benefit payments would be much smaller after taxes than he had expected. Plaintiff believed he would receive the substantial majority of his benefit payments tax-free, only to find out upon his retirement…