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avalpert t1_jaes9em wrote

The 401k rep doesn't surprise me - it wouldn't be in the plan document and they can't be faulted for not being an expert of general tax law. The CPA was close but a shame, the financial advisor also probably should have known better.

To be clear though, you do need to fully separate from the employer, not just go part time.

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Snapperhead199 OP t1_jaeskr1 wrote

Understood. I would be taking another job at another company.

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