Can my wife rollover her 401(k) to an IRA before she is 59.5 years old, even though has a disability retirement account?

My wife has a disability retirement account and a substantial 401(k) retirement account. Is it possible for her to roll over her 401(k) account to an IRA now, rather than leaving it alone until she is 59.5 years old, even though she already has a disability retirement account?

Retirement, 401(k), IRAs, Disability Insurance
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2 weeks ago
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The answer to this question is largely dependent on some other factors, including the level of disability, plans for the IRA funds, and more. Has your wife separated from service at her company? All of these are factors that will affect the answer to this one. Feel free to contact us for a no-obligation consultation.

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