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Level 2
January 25, 2024
Solved

I am 66 and retired. I had a qualified retirement plan and at 65 started to receive a monthly single life annuity. Can I roll over payments within 60 days to an IRA?

  • January 25, 2024
  • 1 reply
  • 8 views
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Best answer by Opus 17

No.  That type of pension payment is not eligible for rollover. 

1 reply

Opus 17Level 15Answer
Level 15
January 25, 2024

No.  That type of pension payment is not eligible for rollover.