Basically Posted June 24, 2024 Posted June 24, 2024 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?
Bill Presson Posted June 24, 2024 Posted June 24, 2024 It’s a plan document issue. Read the document and you’ll have your answer. Luke Bailey 1 William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
Basically Posted June 24, 2024 Author Posted June 24, 2024 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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