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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 121219|
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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