Tax Rules

Can I rollover my pre-tax and Roth dollars into one IRA?
Generally, tax-deferred assets are rolled over into a traditional/tax-deferred IRA while Roth assets are rolled over into a Roth IRA. However, you may ele...
Thu, 4 Jun, 2020 at 12:42 AM
Can rollover a portion to an IRA and distribute the rest to myself?
Yes, you may rollover a portion of your account balance to an IRA to avoid paying taxes and distribute the remainder to yourself as a taxable withdrawal.
Thu, 25 Jun, 2020 at 11:51 AM
Will my direct distribution of Roth assets be taxed?
Directed distributions from Roth assets are not taxable if the withdrawal is taken (i) at least five tax years from the year of your first Roth 401(k) contr...
Tue, 30 Aug, 2022 at 8:57 AM

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