Roll it Before You Pull it- Tips to avoid IRS penalties on 401(k) retirement plan distributions

Roll it Before You Pull it- Tips to avoid IRS penalties on 401(k) retirement plan distributions

The tax code is long and complicated. And, unfortunately, inconsistent on how it handles similar provisions. This is especially true when it comes to early distributions from retirement plans. Sometimes rolling over funds from one plan type to another prior to taking money out of the plan can save you money.

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By | 2017-12-17T06:20:12+00:00 November 3rd, 2017|Tax, Weekly Tip|0 Comments

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