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Posted on 3/18/13 at 10:51 am
Posted on 3/18/13 at 10:51 am
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This post was edited on 12/21/21 at 9:38 am
2
Posted on 3/18/13 at 11:14 am to XanderCrews
Basically taking a lump sum distribution. Just find a good advisor if it's a lot of money and let them help.
Posted on 3/19/13 at 6:05 am to XanderCrews
I guess this is a cash balance plan. Unless he wants to pay taxes now, do not tell them to mail him a check. Roll directly over to an IRA. Use a trusted financial advisor.
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