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Pixy -- I finally had a chance to go back and check on the issue we discussed last week. As ususal, you were right and my memory was deficient.

Here's what I had actually done several years ago:
- I rolled a qualified IRA into a another (Rollover) IRA to obtain lower costs.
- I subsequently left a job where I had a 401K. I rolled that 401K into the same Rollover IRA. Therefore, I was mixing IRA dollars with 401K dollars. Since they were both qualified plans, this was OK. But because I was mixing the sources, I forfeited any opportunity to roll the 401K dollars to a future employer's 401K plan.

Sorry for the earlier confusion. As one approaches retirement age memory is the second thing to go.

jtmitch
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