Basically Posted 2 hours ago Posted 2 hours ago I am always second guessing myself. A 62 YO who is still working wants to roll some of his plan money into an IRA. He is older than age 59-1/2. Plan is designed with 59-1/2 as the normal retirement age. No problem here ... right?
Bill Presson Posted 44 minutes ago Posted 44 minutes ago Does the plan allow for in service distributions at all? William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
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