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Trustee to Trustee Transfers
Can I perform a trustee to trustee transfer from my 401-K twice in the same year>
I would like to transfer a certain amount out of my company 401-K to a brokerage account (IRA to IRA). In the same year I would also like to transfer some money from the company401-K to a brokerage account (IRA to Roth conversion).
‎October 30, 2024
9:12 AM