pbarrett Posted February 23, 2004 Posted February 23, 2004 An X-spouse of a participant in a 401(k) is about to get her QDRO distribution... question, can she roll it into her Simple IRA where she works???
Appleby Posted February 23, 2004 Posted February 23, 2004 No. No assets may be transferred or rolled to a SIMPLE IRA, unless those assets are from another SIMPLE IRA. Notice 98-4 Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
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