Roth Assets in IRA
Hello,
I have a client working at Gillette with 401k and the 401k has Roth assets. Client rollover the 401K into an IRA with an advisor outside of my company. My company will be taking on the account and I was wondering what would be the best way to separate the Roth assets from the traditional IRA. Any thoughts?
Permalink Submitted by Alan - IRA critic on Fri, 2019-06-07 21:04
There were several parties involved in this rollover. Which ones were responsible? This can be a nasty situation to get corrected, but those who caused the problem should initiate the solution.