60 Day Rollover

We have a client that wants to complete a rollover from his 401K to his IRA.

Once the funds are put into his IRA, he wants to take a distribution then take advantage of a 60-Day rollover and put the funds back into his IRA withing the 60 days.

Just checking to make sure this counts a one 60-day rollover, and he is able to do this.

 

Thank you.



Perfect.  Thank you!

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