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3 Cards in this Set
- Front
- Back
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Permissable r/o's
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Rollover to a ROTH;income tax would be paid on the distribution of the assets
403B r/o's;employers are not required to accept such r/os |
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Non permissable r/o's
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r/o from a RTH to a qualified plan is NOT permitted
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T or F
Prior to 2008, a direct r/o from a qualified plan to a RTH was NOT permitted |
T
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