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Retirement tax questions
Thanks,
What you are stating is what I understand to be true. But the 401K admin is stating I can't roll my 401K-ROTH funds until qualified, 4 more years. and then 5 years after each conversion.
My understanding as far as the RMD for 401K-ROTH goes if I leave the funds in they are subject to RMD distribution at, currently 72. If I move them out no RMDs.
‎November 7, 2020
10:10 AM