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Retirement tax questions
The balance in your wife's traditional IRAs has nothing to do with determining the taxable amount of an In-plan Roth Rollover. The taxable amount of the In-plan Roth Rollover from the after-tax 401(k) account is determined only by the amount of earnings in the after-tax 401(k) account and the balance in the after-tax 401(k) account.
‎April 17, 2023
6:09 AM