Permalink Submitted by Alan - IRA critic on Thu, 2023-07-20 02:56
No. The rollover should be maintained in a separate “rollover” sub account in the plan which is fully vested. Many plans will allow the rollover account to be rolled back out including to an IRA at anytime.
Permalink Submitted by Alan - IRA critic on Thu, 2023-07-20 02:56
No. The rollover should be maintained in a separate “rollover” sub account in the plan which is fully vested. Many plans will allow the rollover account to be rolled back out including to an IRA at anytime.