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Level 3
posted Feb 4, 2022 7:54:10 AM

Qualified plans question?

What is the answer to qualified plans when asked what did you do with it ?  I take a monthly amount out.

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1 Best answer
Expert Alumni
Feb 4, 2022 6:15:23 PM

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 Replies
Expert Alumni
Feb 4, 2022 6:15:23 PM

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.