Rebecca from California

And what's happening is they gave me the check, and I have to pay the IRS that $55,000 difference from the $300,000 of the $245,000. I called them and asked them if they could roll it over, and they said once they issued the check, there's nothing that can be done. Who told them to issue the check? Not me. Apparently, the company my father worked for, I didn't read.

And what's happening is they gave me the check, and I have to pay the IRS that $55,000 difference from the $300,000 of the $245,000. I called them and asked them if they could roll it over, and they said once they issued the check, there's nothing that can be done. Who told them to issue the check? Not me. Apparently, the company my father worked for, I didn't read.

Yeah, they have a five-year plan, I guess, for the death benefit that if it's not rolled over to something else within five years, they must close the account and just issue a check-out. It was super confusing.

Yeah, they have a five-year plan, I guess, for the death benefit that if it's not rolled over to something else within five years, they must close the account and just issue a check-out. It was super confusing.

Yeah, they have a five-year plan, I guess, for the death benefit that if it's not rolled over to something else within five years, they must close the account and just issue a check-out. It was super confusing.

The way they explained it to me, I was on the phone with them for an hour and a half this morning with my 401k company, and they pretty much said once we issue the check, there's nothing that can be done. There was no workaround. Yeah, there is. That's what I'm saying.

The way they explained it to me, I was on the phone with them for an hour and a half this morning with my 401k company, and they pretty much said once we issue the check, there's nothing that can be done. There was no workaround. Yeah, there is. That's what I'm saying.

The way they explained it to me, I was on the phone with them for an hour and a half this morning with my 401k company, and they pretty much said once we issue the check, there's nothing that can be done. There was no workaround. Yeah, there is. That's what I'm saying.

No, so the way it worked is my account balance was $300,000. It started at like $215,000, and over the years I added up to $300,000. They issued me a check for $245,000. They already took the money out and sent it to the IRS and issued me the difference.

No, so the way it worked is my account balance was $300,000. It started at like $215,000, and over the years I added up to $300,000. They issued me a check for $245,000. They already took the money out and sent it to the IRS and issued me the difference.

No, so the way it worked is my account balance was $300,000. It started at like $215,000, and over the years I added up to $300,000. They issued me a check for $245,000. They already took the money out and sent it to the IRS and issued me the difference.

Because the 401k plan my father was invested in had really good options. All of those same options exist in the open market. Yeah, and I have my own personal investment accounts, and I do it with that as well. You know, don't rock the boat if the boat shouldn't be rocked. So the way I figured is the 401k plan was perfectly fine. I kept it in there just because the investment options were fine.

Because the 401k plan my father was invested in had really good options. All of those same options exist in the open market. Yeah, and I have my own personal investment accounts, and I do it with that as well. You know, don't rock the boat if the boat shouldn't be rocked. So the way I figured is the 401k plan was perfectly fine. I kept it in there just because the investment options were fine.

Because the 401k plan my father was invested in had really good options. All of those same options exist in the open market. Yeah, and I have my own personal investment accounts, and I do it with that as well. You know, don't rock the boat if the boat shouldn't be rocked. So the way I figured is the 401k plan was perfectly fine. I kept it in there just because the investment options were fine.

It was just a retirement account. I was treating it like a retirement account. I wasn't going to touch it until I was 65. I'm 30 now. What do you like? I make... I'm a truck driver, so I make about $110,000 a year, and I also own a small business that I make about the same.

It was just a retirement account. I was treating it like a retirement account. I wasn't going to touch it until I was 65. I'm 30 now. What do you like? I make... I'm a truck driver, so I make about $110,000 a year, and I also own a small business that I make about the same.

It was just a retirement account. I was treating it like a retirement account. I wasn't going to touch it until I was 65. I'm 30 now. What do you like? I make... I'm a truck driver, so I make about $110,000 a year, and I also own a small business that I make about the same.

I didn't know about that.

I didn't know about that.

I didn't know about that.