Tag Archives: IRA Rollover Distribution

Qualified Plan for IRA Rollover Distribution

IRAs have another function. If you are entitled to a lump-sum distribution when you leave an employer with a qualified rollover plan, you can simply rollover it to an existing or new IRA. Don’t worry about co-mingling rollover IRAs and the traditional IRA. That restriction went away some years ago. But, you can’t co-mingle a Roth and traditional IRA rollover accounts. Continue reading