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  • I recently took a distribution from my 401(k) account and the amount was rolled over to my traditional IRA. I now want to take a distribution from the IRA and rollover the amount within 60-days. However, I am receiving conflicting information about two things. I am being told that the distribution from my 401(k) account to my IRA is a rollover and I am also being told it is a transfer. I am also being told that since I rolled over the contribution to my traditional IRA within the last month, I cannot do a distribution and rollover of that IRA money until next year because of a once-per year rule for rollovers. What is the correct answer?

  • Assuming I am eligible to make withdrawals from my qualified plan or 403(b) account, can I rollover the withdrawn amounts to my IRA?