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Retirement tax questions
Thanks for all the feedback/questions - Hopefully my responses can provide more clairity...
@Opus 17 - The Roth 401k was open for 3 years (I am also under 59.5)
@Critter#2 - Correct; The entire 401k was rolled, along with the earning of the Roth 401k. The check in the mail was the Roth contributions (amount excluding earnings)
@dmertz - Yes - thanks for the clarification. The entire traditional 401k amount was rolled over to the traditional account of the new employer's 401k and the earnings portion of the Roth 401k is to be rolled over to the Roth account of the new employer's 401(k)
@Opus 17 - The Roth 401k was open for 3 years (I am also under 59.5)
@Critter#2 - Correct; The entire 401k was rolled, along with the earning of the Roth 401k. The check in the mail was the Roth contributions (amount excluding earnings)
@dmertz - Yes - thanks for the clarification. The entire traditional 401k amount was rolled over to the traditional account of the new employer's 401k and the earnings portion of the Roth 401k is to be rolled over to the Roth account of the new employer's 401(k)
May 31, 2019
5:52 PM