She Got Half His 401(k) in the Divorce and Rolled It Into an IRA First, Like Everyone Said To. That Move Cost Her a Penalty the Plan Would Have Waived

She Got Half His 401(k) in the Divorce and Rolled It Into an IRA First, Like Everyone Said To. That Move Cost Her a Penalty the Plan Would Have Waived →

The rollover paperwork looked routine, the advice sounded solid, and the IRA opened without a problem. What nobody mentioned was the one step she had to take before the rollover that would have made a cash withdrawal completely penalty-free…