Thread: 401k Rollovers
View Single Post
  #32  
Old 09-13-2017, 11:00 PM
lulzEMH lulzEMH is offline
Member
 
Join Date: Aug 2011
Posts: 1,370
Default

Quote:
Originally Posted by GoldenGoal View Post
There's a few pitfalls to beware of when doing in service withdrawals. I found this article helpful https://www.kitces.com/blog/intra-pl...to-a-roth-ira/

One in particular,.

Determine if the after tax is accounted for separately or you may be subject to the pro rata rule.
Thanks that was very helpful. I think mine is tracking separately as thats why I can't roll over my accidental post tax contributions from like 2004 as it was under a different administrator and I'm guessing not tracked. But the new administrator is tracking current post tax contributions and I believe the income related to it and hence why I can take those out. I'll have to verify this though.
Reply With Quote
 
Page generated in 0.08911 seconds with 9 queries