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Retirement tax questions
Please explain how you had the "pension" rolled to an IRA? Were you receiving monthly payments from the pension in 2018? Was the "pension" actually a 401(k) plan?
(In most cased a pension, once established, cannot become a lump sum distribution that can be rolled into an IRA.)
(In most cased a pension, once established, cannot become a lump sum distribution that can be rolled into an IRA.)
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 4, 2019
2:58 PM