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Calculators, forums, articles and more on 72(t) and 72(q) /SEPP Plans. Includes RMD Calculators...

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  • I requested $100,000 in rollover eligible assets from my 401(k) account, but I had the amount paid to me. My employer withheld 20% for federal taxes, so I received only $80,000. I want to rollover the entire $100,000. Should my employer refund the amount they withheld for taxes to me?

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    I inherited a traditional IRA from my uncle who was 65 years old when he died. Can I rollover or transfer the account to my own IRA? My uncle died in July of last year.