Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
I have the option to roll over money from a couple of different sources into a self directed IRA. My question, is there any reason I should keep the money from these different sources separate, or can I just lump them all into a single rollover IRA?

The 3 sources are a Pricewaterhouse 401k plan, an IBM 401k plan, and a Pricewaterhouse Retirement Benefit Accumulation Plan (an entirely employer funded defined contribution retirement plan from which I can take a lump sum payout).

Finally, with the PwC 401k, they allowed us to make after tax contributions which I did once or twice (all told less than 1% of the account's assets)...can I ask them to send me back the after tax contributions and just roll over the before tax money? The after tax contributions only amounted to a couple of hundred dollars, but now is annoying because I don't now how to treat it going forward.

tia
Print the post  

Announcements

Disclaimer:
In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement