Basically Posted December 20, 2021 Posted December 20, 2021 Has the window for a COVID distribution totally closed?
ratherbereading Posted December 20, 2021 Posted December 20, 2021 Yes! Luke Bailey 1 4 out of 3 people struggle with math
Peter Gulia Posted December 20, 2021 Posted December 20, 2021 Do the participant's circumstances support a hardship or unforeseeable-emergency distribution (whichever, if either, the plan provides)? Luke Bailey 1 Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
Basically Posted December 23, 2021 Author Posted December 23, 2021 No. Come to find out there is rollover money. She can take a dist from that pool, correct? she is 59-1/2
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