Roth transfer

Submitted by Rick Tenison on Thu, 2018-08-02 18:50

Can you roll a Roth IRA into a company Roth 401K?



Submitted by William Tuttle on Thu, 2018-08-02 22:07

  • A Roth IRA can only be rolled over to another Roth IRA and should really be done by trustee -> trustee transfer to avoid the one rollover/12 month period rule.
  • See https://www.irs.gov/pub/irs-tege/rollover_chart.pdf

Add new comment

Log in or register to post comments