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Retirement tax questions
You can do a rollover between a regular 401(k) and a Roth IRA, but it requires that you make a stop at a Traditional IRA (TIRA) first. You do a 401(k) rollover, to a TIRA first. Then you do a Roth IRA conversion.
So, how you handle it depends on what's on the 1099-R(s). A Roth conversion is taxable
So, how you handle it depends on what's on the 1099-R(s). A Roth conversion is taxable
‎June 4, 2019
9:53 PM