Basically Posted 21 hours ago Posted 21 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 19 hours ago Posted 19 hours ago Does the plan allow for in service distributions at all? Bri, Nichol C, ERISAGirl and 1 other 4 William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
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