Partial transfer from qualified plan to IRA
Age 67 self-employed sole participant in a qualified PSP wishes to transfer a portion of the PS account to a new IRA while continuing to make contributions to the PS Plan. Can do? Any negative issues?
Age 67 self-employed sole participant in a qualified PSP wishes to transfer a portion of the PS account to a new IRA while continuing to make contributions to the PS Plan. Can do? Any negative issues?
Permalink Submitted by Al Fry on Sat, 2007-10-20 02:56
What does the plan document allow?