I’m crossing guard for 27 years. I/m 80 years old.
My tax lady said to roll it over to my Traditional IRA.
I DRAW My deceased husband social security.
Is this ok?
Hi Pat. You don't say what exactly that you're considering rolling over, so I can't give you a good answer. Furthermore, my expertise is limited to Social Security benefits so I can't weigh in on any tax advice you may have been given.