Submitted by Snapperhead199 t3_11eii6u in personalfinance
avalpert t1_jaes9em wrote
Reply to comment by Snapperhead199 in Rule of 55 question/ clarification by Snapperhead199
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.
Snapperhead199 OP t1_jaeskr1 wrote
Understood. I would be taking another job at another company.
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