sharpcougar
Level 3
04-20-2022
07:24 PM
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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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