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| Subject: Re: Moved 401k to rollover ira but... | Date: 10/31/2012 9:10 PM | |
| Author: vkg | Number: 116884 of 118626 | |
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https://401k.fidelity.com/static/dcl/shared/documents/MKTG_S... After-tax contributions included in a payment are not taxed. If a payment is only part of your benefit, an allocable portion of your after-tax contributions is generally included in the payment. If you have pre-1987 after-tax contributions maintained in a separate account, a special rule may apply to determine whether the aftertax contributions are included in a payment. If maintained in a separate account, pre 1987 after-tax contributions are treated differently. It has been awhile (quite awhile) ago that I used this option in my company's savings plan. At the time, contributions could be withdrawn without penalty. |
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