Q. Is it OK to transfer an established 72(t) program from one institution to another?
A. As long as you don’t disturb the series of payments, I believe you can. But you should consult your tax preparer before you do it, to be sure.
72(t)
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Mike Miles
Mike Miles is a Certified Financial Planner licensee and principal adviser for Variplan LLC, an independent fiduciary in Vienna, Virginia. Email your financial questions to fedexperts@federaltimes.com and view his blog at money.federaltimes.com.