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Retirement tax questions
There are no limits for trustee to trustee transfers/conversions other than what the 401K plan administrator may impose. Be careful on what you are trying to do ... a 401K rolls to a Traditional IRA and a roth 401K rolls to a Roth IRA. Moving from a 401K to a roth IRA directly is a taxable conversion.
‎June 21, 2022
2:34 PM