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Level 1

Question

retirement distributions

Forum|Forum|3 years ago
April 11, 2023
3 replies
7 views

How do you choose which retirement is considered to be a rollover when you left the funds in the same account after rettirement?

Pension Plan

Level 15

A rollover is when you move the funds from one retirement account to another retirement account. If you left the funds in the same account, there is no rollover.

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Level 15

If you left the funds in your company pension account there was no rollover. If you transfer the money to your own IRA that would be a rollover.

Level 10

If you left retirement funds in the same account you had before retirement, it is not a rollover until you move the funds into a new retirement account.