mrshah
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Thanks for your help thus far! Last 2 questions... Does the rollover IRA need to be opened in 2019 (so today) or does that matter as long as the funds are depos...
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Also, I imagine you could fund the IRA with more than the yearly limits up to the loan amount. Fore example a $10K loan distribution would allow you to fund the...
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@dmertzOkay that makes sense - so then several companies on the market (Schwab, Etrade, Fidelity) have both Traditional IRAs and Rollover IRAs, does it matter w...
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@dmertzIf you put money into a traditional IRA to do this offset and it's post tax dollars (i.e. the situation is trying to offset a 401K loan distribution whic...
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- Posted Re: The code M for an offset distribution means that you have... on Retirement tax questions. December 31, 2019 12:10 PM
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