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Can a Plan accept as a rollover funds previously distributed under a Q


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Guest [Pat M]
Posted

In 1999, the court and Plan approved a QDRO. Alternate Payee rolled over the award to a conduit IRA. Now the plan is being asked to take back the funds as a rollover into the PT's account - the original QDRO apparently did not properly divide all assets and the attorneys want it reversed. Tax avoidance is key. How can this be done?

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