Thread: 401k Rollovers
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Old 09-13-2017, 11:00 PM
lulzEMH lulzEMH is offline
Join Date: Aug 2011
Posts: 1,473

Originally Posted by GoldenGoal View Post
There's a few pitfalls to beware of when doing in service withdrawals. I found this article helpful

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.
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