@fanfare I will keep it in mind not having taxes withheld; however, if I make a partial, instead of lump sum withdrawal, I believe the 20% tax withdrawal is automatic and; I don't think we have a choice about that; but, I will ask. Yes, any remaining balance not taken out of the pension will be transferred, tax free (rollover) to a 401k account.
Unless you're referring to not taking out the tax, when we would use a Roth IRA account for the balance we don't withdraw; and in that case; yes, I agree, it wouldn't suit our needs.
