sharpcougar
Level 3

Ok guys - I have not seen this before...

Client took out $88k 401k distribution in 2021. She did it because she thought she would need the funds due to surgery she had and a purchase of a house in Florida (she was planning to move there).

She changed her mind about moving and ended up paying back $67k in the same year she took the distribution. Did you guys see this before?

As always -appreciate your insights.

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