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Financial Planning / Tax Strategies


Subject:  Re: Church Retirement Fund Date:  2/12/2013  11:19 AM
Author:  BlueGrits Number:  117741 of 127611

Thank you all for your replies. Here is some new information I got today:

"The RCA Retirement Plan is not eligible for rollovers. Upon retirement you may begin systematic withdrawals and at age 59 1/2, once per calendar year, you may take a lump sum distribution of up to 5%."

I should add that this is an unqualified plan.

Does it make sense that one can't EVER do a rollover?

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