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Rollovers and Early Distributions

By NTSA Net Staff • April 11, 2017 • 0 Comments
Suppose a client moves funds from an optional retirement program to his 457 plan and segregates his rollover money in the 457 plan. In Tech Talk, Susan Diehl tells us if he will be subject to a 10% penalty if he terminates employment at age 52 and pulls this segregated money out, as if it were a premature distribution.

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