Investing - Theory, News & General • Taking 457 distributions from winners or loser funds?

I have a rollover 457 with my employer

You should consult the Summary Plan Document (SPD) for your employer plan. It likely tells you how the withdrawal will be funded (I believe pro-rata is most common).

I’m with nationwide and they allow me to choose pro-rata, or to select the specific mutual fund to sell. So far I’ve pulled money pro-rata.

Is there a benefit to drawing only from the best performing mutual fund that year? Instead of pro-rata?

Thanks again!

Statistics: Posted by Biggie55 — Thu Oct 31, 2024 12:14 am — Replies 4 — Views 167

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