Archive for February, 2007

Ira Rollover Questions

ira rollover questions
Question: Question about IRA Rollover at age 65?

I am 65 years old but still working for the company, I want to rollover my 401K(retirement plan) to other IRA institution. Since I’m still with the company I was wonder if I’m eligible to rollover my 401K?

Answer: Depends on your specific plan. Most plans don’t allow that if you are still employed there. Turning 65 has no bearing on it.

Fable of IRA Rollover to a Roth