Originally Posted by
Sputnik
I *think* the ref to rolling over is from MBCBP to 401k, which would be tax free. Gives the advantage of changing investment allocations while keeping the funds tax free until you start actually pulling from retirement accounts later.
And I *think* you have to do something with it when you retire or it buys you an annuity. Just ‘making withdrawals’ is not an option.