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Financial Planning / Tax Strategies
|Subject: Re: ROTH 401K to ROTH IRA||Date: 8/16/2013 1:37 PM|
|Author: vkg||Number: 119017 of 125003|
Do you roll the traditional portion into a traditional IRA and the Roth 401k portion into a Roth IRA?
Actually, it will probably be a three part rollover.
1.) After tax contributions to a ROTH IRA
(This was done when my husband's 401K was rolled over.
It was a separate Rollover from the pre-tax amount.)
2.) ROTH 401K to ROTH IRA
3.) Pre-tax 401K to Traditional IRA.
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