The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies


Subject:  Re: Distribution from pension to IRA Date:  4/7/2020  5:49 PM
Author:  inparadise Number:  130448 of 130843

Your memory is correct. Only a single non-trustee-to-trustee rollover is allowed in any 12 month period. So he could only do that for one of the pensions.

Thanks AJ. Nice to know I am not totally losing it. He looked into it further and it's very easy to do directly. One is already on it's way.

Copyright 1996-2020 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us