- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Regular periodic pension distributions for life are not eligible for rollover, so any deposits of this money into a Roth IRA would be regular Roth IRA contributions, not rollovers. You would answer that you "did something else" with the money distributed from the pension plan.
Note that to be eligible to contribute to a Roth IRA you (or your spouse if making a spousal contribution) must have compensation from employment.
March 2, 2023
4:36 PM