MarilynG1
Employee Tax Expert

Retirement tax questions

Your employer may be referring to the 'five-year rule' for Conversions, which would not apply to a Rollover from a Roth 401k to a Roth IRA.

 

Click this link for more info on Roth 401K to Roth IRA rollovers.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"