Rollover

401(k) to IRA Rollover – 3 Buckets

Wednesday, September 11, 2024
Workplace retirement plans – like a 401(k) – can hold different types of dollars. Typically, a 401(k) will have a pre-tax bucket and a Roth bucket. Occasionally, a plan will have a third bucket to hold after-tax (non-Roth) money. When it comes time to roll all these plan dollars to an IRA, where should (and where can) the different dollars go?
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Rollovers and Successor Beneficiary Rules: Today’s Slott Report Mailbag

Thursday, May 02, 2024
QUESTION:My client is terminating employment and rolling over the funds from his 401(k). He was told that the funds must be rolled over to a “rollover IRA” and kept separate from any other IRA funds that he has. He already has another IRA, and he just wants to roll over the funds to that IRA. Is that allowed?
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One 60-Day Rollover Per Year?

Wednesday, May 01, 2024
SCENARIO: In one calendar year, Jessie completes the following transactions:1. Takes a partial distribution from her 401(k) and does a 60-day rollover to an IRA. 2. Does a 60-day rollover from one traditional IRA to another traditional IRA.
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