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Author: TMFPMarti Big funky green star, 20000 posts Home Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 120792  
Subject: Re: ROTH 401K to ROTH IRA Date: 8/16/2013 3:25 PM
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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.)


Uh, no, you can't do that. Non-Roth contributions roll into a traditional IRA if they roll anywhere. You might want to look into correcting this since it's a 6% excess contribution penalty if the IRS catches on.

Here's an excellent discussion on the topic:

http://fairmark.com/retirement/roth-accounts/roth-conversion...

Phil
Rule Your Retirement Home Fool
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