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401k rollover into another company 401k...
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Topic: 401k rollover into another company 401k... (Read 1914 times)
MoonShadow
Magnum Stache
Posts: 2542
Location: Louisville, Ky.
401k rollover into another company 401k...
«
on:
September 10, 2015, 05:13:05 PM »
If I roll over my existing 401k into my current company 401k, can I still claim those older funds as part of the 401k if I use the 55-and-out early retirement rule?
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seattlecyclone
Walrus Stache
Posts: 7263
Age: 39
Location: Seattle, WA
Re: 401k rollover into another company 401k...
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Reply #1 on:
September 10, 2015, 05:19:19 PM »
I think so.
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MDM
Senior Mustachian
Posts: 11490
Re: 401k rollover into another company 401k...
«
Reply #2 on:
September 10, 2015, 10:12:08 PM »
http://www.401khelpcenter.com/401k_education/Early_Dist_Options.html
would concur: "...if you still have money in the plan of a former employer and assuming you weren't at least age 55 when you left that employer, you'll have to wait until age 59½ to start taking withdrawals without penalty. Better yet, get any old 401k's rolled into your current 401k
before
you retire from your current job so that you will have access to these funds penalty free."
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401k rollover into another company 401k...