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Employees Wishing to Rollover Funds to Another Qualified Plan or an IRA

Question 5

Multiple Choice

Employees wishing to rollover funds to another qualified plan or an IRA can choose from all of the following options except one:


A) Create a taxable event
B) Use a five-year forwarding average method for a partial withdrawal
C) Make up the difference
D) Direct transfer

Correct Answer:

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