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Financial Planning / Tax Strategies
|Subject: Re: Elective Deferred Compensation Plans||Date: 6/3/2009 11:39 PM|
|Author: JoshRandall||Number: 106203 of 122300|
When I retired, I was able to roll the full balance of my elective deferred compensation plan into my IRA
My understanding is that you cannot roll over from an unqualified plan to a qualified one as you did. When did you do this? They made some restrictive changes a few years ago and I'm not sure whether this would now be allowed. And apparently, the changes were not made retroactively as in your case I presume.
I could be wrong about that.
You were a physician? Part of a PC? Different rules applied perhaps than those for a publicly-traded for profit corporation?
Whose the expert here?
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