PTE 84-24
Many advisors are going the route of the PTE 84-24 when going 401k to IRA etc. However, i can’t find that the same 5 point test or requirements are in place when someone goes from a non-ERISA(403b) to and IRA. Any insight?
Many advisors are going the route of the PTE 84-24 when going 401k to IRA etc. However, i can’t find that the same 5 point test or requirements are in place when someone goes from a non-ERISA(403b) to and IRA. Any insight?
Submitted by Toby Hartley on Thu, 2022-04-07 16:05