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I believe it's still true, though, that if you do mix the money (the recharacterization we're discussing would be such a mix), you can no longer funnel the rollover money into a new 401(k) plan. That's not a problem for most people, but if it's still true, it's something you should know. --Bob

Nope. That's not true anymore, either. Funds from all sorts of retirement plans can be moved to others provided the receiving plan's document allow inward transfers.

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