How Can We Help?
< Back
You are here:
Print

Combining accounts permissable?

Posted
Last Updated On
ByJeremy

L1: Combining accounts permissable?I have a client who has both a traditional IRA and a 403b. She is taking 72t payments from both accounts. The question is can the 403b be rolled into the IRA and then payments continue to her from the IRA for the total amount she is currently receiving from both accounts?2010-09-17 19:21, By: Jeremy, IP: [74.203.134.168]
L2: Combining accounts permissable?It sounds like she has 2 SEPP plans. If yes, thenthat is the way that they should remain – 2 distinct plans. 2010-09-17 20:29, By: Gfw, IP: [24.148.10.164]

L3: Combining accounts permissable?And if the transfer is made, BOTH plans are busted.2010-09-17 22:25, By: Alan S., IP: [24.116.165.60]

L4: Combining accounts permissable?Why is he thinking about it, or why are you suggesting it ?2010-09-19 22:31, By: dlzallestaxes, IP: [72.78.110.86]

Table of Contents