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Retirement tax questions
After tax basis isn't used until you actually remove $$ from the 401k...either as a distribution, or sometimes as a rollover to an IRA or other company's 401k...But rollovers can get messy when they are a mix of before and after tax.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 5, 2024
4:56 PM