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Participant Loans/Rollover of Note Following Loan Offset
BenefitsLink Message BoardsLink to more items from this source
June 9, 2021

"I've been reading up on all of the rules regarding loan offsets and the ability to recontribute those amounts through the extended due date of their tax return following loan offset. But what has not been made very clear anywhere is how these rules interplay with the ability to rollover the note itself following offset. Can I still roll over the note even after the loan offset?"

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