Answer by user102008 for Split Roth 401(k) Rollover between Traditional IRA...
The answer to your question is No. Roth 401k can only be rolled over into Roth IRA, never into Traditional. Traditional 401k (which the notice is about), on the other hand, can be rolled over into...
View ArticleAnswer by JTP - Apologise to Monica for Split Roth 401(k) Rollover between...
Not quite as you ask. You see, the earnings of a Roth 401(k) are intended to not be taxed, ever. So the Roth 401(k) rolls right to a Roth IRA with no tax consequence. Any employer match would be in a...
View ArticleSplit Roth 401(k) Rollover between Traditional IRA and Roth IRA
Does the guidance in IRS Notice #2014-54 apply to Roth 401k rollovers?Specifically, is it possible to do a out-of-service rollover on a Roth 401k such that:The earnings are put in the Traditional...
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