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Level 3
February 4, 2022
Solved

Qualified plans question?

  • February 4, 2022
  • 1 reply
  • 5 views
What is the answer to qualified plans when asked what did you do with it ?  I take a monthly amount out.
Best answer by JulieS

You should choose "I did something else with it". This question is basically asking if you rolled over the amount to another plan or did you do something else. 

1 reply

JulieSAnswer
Level 15
February 5, 2022

You should choose "I did something else with it". This question is basically asking if you rolled over the amount to another plan or did you do something else. 

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