In sharing your experience, you have succinctly and exactly described my situation as well. I have talked with my plan administrator 4 times, and he said everyt...
That’s what I thought would happen, but the TT webpages kept marking this rollover as “needs more required information.” They didn’t say what information they n...
Yes, it was a direct trustee-to-trustee total rollover from a 401(a) governmental supplementary pension plan to a Roth IRA at a commercial financial institution...
