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Retirement tax questions
A significant problem with using withholding from the 401(k) distribution to pay the taxes on the Roth rollover without replacing them to complete the rollover of the entire distribution is that it results in a lower balance in the Roth IRA available to grow tax free. It usually best to roll the entire distribution over to the Roth IRA and pay the taxes with funds other than those presently in a taxable qualified retirement account.
‎September 18, 2019
4:47 PM