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Financial Planning / Tax Strategies


Subject:  Re: Church Retirement Fund Date:  2/7/2013  11:21 PM
Author:  ptheland Number:  117681 of 124815

Retirement plans do not have to offer a lump sum withdrawal option to retirees and others separated from service.

A rollover is a lump sum withdrawal from the plan which is then sent to another plan. So if the plan doesn't allow lump sum withdrawals, you effectively can't do a rollover.

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