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Qualified plan rollover to IRA

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ByTJH

L1: Qualified plan rollover to IRAif I (age 53) started my SEPP a few months ago while the funds were with my previous employer and I then roll funds to an IRA (due to qualified plan’s termination) can I
continue same SEPP (have been taking monthly distributions).
Perhaps I should consider the withdrawals that came from the qualified plan as
premature, pay the penalty and start “clean” with the IRA-SEPP2004-09-29 17:29, By: TJH, IP: [69.139.121.233]

L2: Qualified plan rollover to IRAI don’t know o any PLRs that directly address your situation – maybe we’ll hear from the Badger.
However, Ireally see no problem with rolling the QP SEPP to an IRA SEPP and continuing as if nothing happened. Just make sure that the’facts&circumstances’ (assumptions, etc.) remain unchanged and that no additional funds are added or removed.2004-09-30 12:23, By: Gfw, IP: [172.16.1.71]

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