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Financial Planning / Foolish 401(k)s


Subject:  Re: Roth 401(k) and company match Date:  6/19/2012  3:10 PM
Author:  aj485 Number:  24895 of 26118

To clarify: When you do take that distribution, you will have to provide directions with respect to the Roth and the non-Roth amounts separately. Both are rolloverable into their respective IRA counterparts (Roth IRA for the Roth bucket and a tradition IRA for the other buckets) without any additional taxes due to the rollover. Pre-tax 401(k) money can also be rolled directly over to a Roth IRA. However, there will be taxes due based on the amount converted.

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