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Recalc based on rollover from qualified plan

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ByScott

L1: Recalc based on rollover from qualified planWhat should I do for a client who started 72t withdrawals from his IRA in July, and is now eligible to roll over a lump sum from a 457 def. comp. plan under the new law? Can we use the same IRA & re-start based on combined year end value? Or should we set up a second IRA with it’s own separate payout based on current AFR? Please e-mail your answer in addition to posting.Thank you.2001-12-06 16:59, By: Scott, IP: [127.0.0.1]
L2: RE: Recalc based on rollover from qualified planPut the new money in a new IRA. I wouldn’t combine.2001-12-06 18:31, By: Gfw, IP: [127.0.0.1]

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