Roth 401(k) Archives - Page 3 of 3 - Ed Slott and Company, LLC

Slott Report Mailbag: Can I Perform More Than One Taxable Roth Conversion Per Year?

Friday, September 28, 2012

This week's Slott Report Mailbag comes LIVE from The Cosmopolitan in Las Vegas as we get ready for Ed Slott's 2-Day IRA Workshop this Saturday and Sunday. We answered questions on Roth conversions, the Roth IRA 5-year rules, and where an IRA goes at your death.

The 5-Year Rules: Moving a Roth Employer Plan to a Roth IRA

Monday, September 10, 2012

You have a Roth 401(k), 403(b), 457(b) or federal government Roth TSP. You have left your job and want to move those funds to a Roth IRA. What 5-year rule applies to the rolled over funds? The answer follows.

Contributions to Roth Employer Plan Accounts: What Can and Can’t Be Contributed

Friday, August 31, 2012

When you open a new IRA, certain forms and paperwork must be filled out. Failure to do so can result in large IRS penalties and other harsh tax consequences as a recent court case showed.

Video: Can I Move Money From a Roth IRA to a Roth 401(k)?

Monday, May 14, 2012

Ed Slott answers a question from a consumer in Florida about whether he can move money from his Roth IRA to a company-sponsored Roth 401(k). This video describes the differences between the two accounts and answers the question about transferring funds.

Roth IRA 5-Year Rules, Roth 401(k) Transfers Highlight Mailbag

Thursday, March 08, 2012

Some of the trickiest IRA situations involving the Roth IRA 5-year rules. We receive questions about them constantly with each situation just a little bit different than the others. In this week's Slott Report Mailbag, we answer questions on the 5-year rules as well as an inquiry about Roth 401(k) transfer provisions.

Can You Convert Assets to a Roth 401(k)? Part II

Wednesday, September 29, 2010

Can you convert assets to a Roth 401(k)? We initially tackled this question in a September 22nd article. Well...you need an update.

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