Special Tax Notice 401k Distribution

Special Tax Notice 401k Distribution

 

Before rolling your 401k or any other tax deferred saving plan over to an IRA, you will be asked if you have recently viewed the ‘special tax notice’. Click on the link to see the general IRS special tax notice. There may also be a more specific version from your company.

 

Take Note; This content should only be used for informational purposes with the intent of helping you enjoy your retirement experience. This should not received as financial advice.

 

Link: https://www.opm.gov/forms/pdfimage/ri37-22.pdf

 

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We Answer Your Questions!

    All of our Insight Series offer a section where you can contact us and ask any question you might have. Our goal is to answer as many questions as we can by making short videos that we place on our No Noise New Blog. You will be able to go to the blog and see your answered question, along with questions asked by other savers, so you can keep all your helpful insights in one place.

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