dmertz
Level 15

Retirement tax questions

If you are still working for the company providing the 401(k) plan, you'll need to check with the plan to see if any in-service distribution is permitted.  If not, you won't be able to do a rollover from the 401(k).  If you do perform a rollover from the 401(k), be sure to do it as a direct rollover to avoid otherwise mandatory tax withholding on the distribution from the 401(k).