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Posted

I have a husband wife CPA firm.  The plan is designed with a 59-1/2 normal retirement age.  They ask if they can take partial distributions from their accounts and roll the money into their IRAs.  Neither are RMD age.  Anything wrong with that?  

Posted

I have the plan design indicating that all this is possible.  I second guess myself and feel the need to scour the boards and ask.  

Thanks

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