@toddthebod Yes, I did a rollover.
@realclemsongrad and @rady2retire My understanding is that 5500-EZ is required each year the December 31 asset value is greater than $250K AND the last year of the plan (regardless of balance). IANAL.
@realclemsongrad and @rady2retire My understanding is that 5500-EZ is required each year the December 31 asset value is greater than $250K AND the last year of the plan (regardless of balance). IANAL.
Statistics: Posted by mjs9876543210 — Tue Sep 03, 2024 4:09 pm — Replies 11 — Views 612