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Rollover of 401K to IRA Account Balance question

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ByBill

L1: Rollover of 401K to IRA Account Balance question I understand I can use any account balance from the end of last year to the present date to use in determining my SEPP calculation. But when I leave my employer, I will be rolling over my 401K balances to completely different IRA account funds. In doing so, will I be losing the flexibility to choose a date between Dec.31 and the withdrawal date to determine my withdrawal amount?2006-06-08 12:21, By: Bill, IP: [67.165.52.179]
L2: Rollover of 401K to IRA Account Balance questionBill,
I had a similar situation with my ESOP payout. The money was rolled overby my employer at my request to two different IRA custodians in March 2006, and I chose to do a SEPP with the larger of the two IRAs that were created.Iused that starting IRA balance (amount rolled over to that IRA in 3/2006)as my SEPP starting balance for the calculations, along with FEB 06 120% mid term rate. The other IRA account that was started when the ESOP was rolled over was not involved with my SEPP. Ihad asked a similar question on 1/2/06 (see “Ken”) in this Forum, and TheBadger answered it. See his reply to #2. Also, Badger answered a related question on a 1/4/06 posting by “FAR”. KEN2006-06-08 14:24, By: Ken, IP: [151.203.32.253]

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