Guest Denise Murphy Posted October 4, 1999 Posted October 4, 1999 Client takes an inservice withdrawal in 1999 (partial distribution-cash). Three years down the road the client retires and wants to use the NUA stratagy on the ER stock in the plan. To use NUA, the employee must take a lump sum distribution. Is NUA still available since the client took a previous in-service withdrawal?
Guest Posted October 6, 1999 Posted October 6, 1999 Should be o.k. As long as the first distribution after his triggering event (separation from service in this case) is a lump sum, he is o.k.
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