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Retirement tax questions
Your former employer is COMPLETELY wrong!
Money properly in a Roth 401(k) account is NEVER permitted to be moved to a traditional 401(k) account.
If you are moving the entire Roth 401(k), the entire balance in the Roth 401(k) must be moved to the Roth IRA.
You are correct, the 5-year rule has NOTHING to do with this!
‎January 15, 2021
8:54 AM
493 Views