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Posted

If 401(k) plan permits partial distribution, it's clear that there must be spousal waiver of QJSA right on first partial distribution. Must there be a waiver on all subsequent partial distributions, or has the spouse already waived all rights with first distribution waiver? Thanks

Posted

I would want subsequent waivers, unless the language in first states it applys to future distributions.

JanetM CPA, MBA

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