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What is the process for rolling a 401(k) over to a Roth IRA and what occurs as far as taxes owed?
Thanks again,


I'm not sure this can be accomplished in a single step.
401(k) contributions are typically pre-tax, while Roth IRA contributions are after-tax, and earnings are not taxed within the account in either case.

The typical process is two step
1. 401(k) => roll-over IRA
2. Roll-over IRA => Roth IRA

One will need funds to cover the related taxes in step 2.

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