CKR
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Posts
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Thank you all. Very helpful!
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Thank you. I know little about this area. Would it matter if she's at same employer but now an independent contractor (1099)?
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She's 56. Does IRC or IRS provide definition of "retired" or "terminated" for this situation? I can't find anything but likely looking in wrong place. Many thanks for any help!
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Hi All, Employee will "retire" from employer soon but will still do part time work of less than 20hrs/week. Is she eligible to make a rollover to an IRA? Her 401k is expensive. Thank you Charlie