Permalink Submitted by Alan - IRA critic on Mon, 2013-07-29 22:05
Yes, as well as the age 59.5 requirement for distributions to be qualified. If a rollover to a Roth IRA is done composed of non qualified Roth 401k assets, the Roth IRA 5 year waiting period applies with no credit for the Roth 401k waiting period.
Permalink Submitted by Alan - IRA critic on Mon, 2013-07-29 22:05
Yes, as well as the age 59.5 requirement for distributions to be qualified. If a rollover to a Roth IRA is done composed of non qualified Roth 401k assets, the Roth IRA 5 year waiting period applies with no credit for the Roth 401k waiting period.