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Financial Planning / Tax Strategies


Subject:  Re: ROTH 401K to ROTH IRA Date:  8/16/2013  12:34 PM
Author:  vkg Number:  119015 of 129771


Thank you for the information.

I will move my 401K as soon as I leave this company. I don't plan on working at this job for more than another decade.

The 401K investment options and administrator were recently changed. It was an excellent plan, and sadly that is no longer true.

My husband was laid off just before the administrator change. His 401K was rolled over to an IRA before the new adminiatrator could get their hands on it. I was surprised the new administrator sent a letter asking why he pulled his 401K implying it was a bad decision and if the previous administrator contacted him.
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