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Lumpsum Distribution Rollover Options
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Retirement Planning
Lumpsum Distribution Rollover Options
<font face="arial, helvetica, sans-serif" size="1"><div>Wondering if you'll have enough for your retirement? Considering early retirement? These questions and much more are addressed in this investment plan, saving strategy-oriented message board.</div></font>
Hello, a question for the community... &nbsp; I have a lumpsum distribution option from a defined benefit plan after my separation from an employer. The plan was entirely employer-funded, and I am 100
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Cat:7a9899c6-bb01-48a5-bd56-e73d9d7e3998Forum:f30f5dc6-f3c4-4828-8510-fbe290ff0053Discussion:075c0dec-94f8-4ebd-9a2f-ce132c2942b8

Forums » Work & Retirement » Retirement Planning » Lumpsum Distribution Rollover Options

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Forums  »  Work & Retirement  »  Retirement Planning  »  Lumpsum Distribution Rollover Options

Lumpsum Distribution Rollover Options

posted at February 10, 2012 9:54 PM EST
Posts: 3
First: February 18, 2010
Last: February 10, 2012
Hello, a question for the community...   I have a lumpsum distribution option from a defined benefit plan after my separation from an employer. The plan was entirely employer-funded, and I am 100% vested. I will reach age 59 1/2 on 4/30/2014. Can I take the distribution from the plan and roll it over into a regular IRA, to avoid taxes on the distribution?

Forums » Work & Retirement » Retirement Planning » Lumpsum Distribution Rollover Options