ROLLING AFTER-TAX 401(k) CONTRIBUTIONS TO A ROTH IRA
01.Core Concepts
Basic Rules • Distributions from qualified plans include pro rata share of pre-tax and after- tax amounts. • Under IRC §402(c)(2), rollover first consists of the pre-tax amount.
Retirement Planning
Chapter 11: Pension Plan Distributions/ROLLING AFTER-TAX 401(k) CONTRIBUTIONS TO A ROTH IRA
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session