QUESTION

Transfering 401 to private investor

Asked on Dec 15th, 2022 on Finance - Michigan
More details to this question:
They transfer money incorrectly after 2 of us spent time calling them a few different times
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1 ANSWER

Real Estate Attorney serving Bloomfield Hills, MI
Partner at Borman-Lahti PLLC
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Depending on circumstances (retirements, fund closing etc.) accounts can be moved. The type of account and what kind od transfer was done determines if this is OK or not.
Answered on Jan 09th, 2023 at 12:58 PM

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