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Questions & Answers

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

  • What is the difference between a direct rollover and an indirect rollover?