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Thanks for an excellent posting, Agg97. Its minor point, but once when you rolled over a 401K to an IRA, they would refund your after tax contributions. So only your pretax funds, ie your pretax contributions, vested portion of employer's match, and your paper profits went to the Rollover IRA.

Now days, I am told you can also rollover your after tax contributions. So presumably the account will contain both pretax and after tax contributions and you will keep records of that by filing Form 8606 each year at tax time.

Its a minor point, but your choice of words was not quite accurate.
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