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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).
‎February 11, 2022
4:47 AM