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Author: MDGrabhorn Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 19257  
Subject: Re: Rollover 401K to what? Date: 7/4/2001 2:01 AM
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>>Has anyone rolled a 401K over to an IRA. Is a Roth IRA available for this type of rollover?<<

STOP!

Before you consider rolling over your 401k, does it contain any employer stock? If so, and if you would like to hold onto that stock and some tax advantages, consider NOT doing a rollover. Go to www.irs.gov and pull the publication 575, see page 19 for NUA rules.

If no securities roll away.

Good luck.

MDGrabhorn, CFP
www.pensionrecovery.com
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