turbineinfo
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Does the custodian of a 457(b) also fileForm 5498 to the IRS or does this form only apply to Roth IRA’s?I’ve tried to research this but don’t see a clear answer...
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Dmertz, amazing explanation!Thank you again.I have a better understanding of the formal mechanics involved. I say “better” but not complete.From my simplistic p...
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Thank you, Critter-3 for responding.Dmertz has also been helpful in discussing this with me as noted in the link below.Apologies for being repetitive.I’m over 5...
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Again, thank you for helping me understand more.Please allow me to re-phrase.Example:The 457(b) amount rolled over to the Roth Contributory accounts =$10,000Ear...
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Insightful answer! Thank you.I’m trying to digest. Please allow me to clarify.I am over 59.5 and retired.While employed, The first 457(b) contribution date was ...
Activity Feed for turbineinfo
- Cheered Re: Does the 5 year window of a 457(b), 457 Roth, account get reset when a 457(b) account is rolled over to a traditional Roth IRA? for dmertz. June 12, 2023 8:59 PM
- Posted Re: Does the 5 year window of a 457(b), 457 Roth, account get reset when a 457(b) account is rolled over to a traditional Roth IRA? on Retirement tax questions. June 12, 2023 9:07 AM
- Cheered Re: Does the 5 year window of a 457(b), 457 Roth, account get reset when a 457(b) account is rolled over to a traditional Roth IRA? for dmertz. June 11, 2023 12:52 PM
- Cheered Re: Does the 5 year window of a 457(b), 457 Roth, account get reset when a 457(b) account is rolled over to a traditional Roth IRA? for dmertz. June 11, 2023 12:50 PM
- Posted Re: Does the 5 year window of a 457(b), 457 Roth, account get reset when a 457(b) account is rolled over to a traditional Roth IRA? on Retirement tax questions. June 11, 2023 8:42 AM
- Posted Re: 5 year question on 457(b) direct rollover to Roth IRA on Retirement tax questions. June 11, 2023 4:03 AM
- Posted Re: Does the 5 year window of a 457(b), 457 Roth, account get reset when a 457(b) account is rolled over to a traditional Roth IRA? on Retirement tax questions. June 10, 2023 9:20 PM
- Cheered Re: Does the 5 year window of a 457(b), 457 Roth, account get reset when a 457(b) account is rolled over to a traditional Roth IRA? for dmertz. June 10, 2023 8:08 PM
- Cheered Re: Does the 5 year window of a 457(b), 457 Roth, account get reset when a 457(b) account is rolled over to a traditional Roth IRA? for dmertz. June 10, 2023 4:42 PM
- Posted Re: Does the 5 year window of a 457(b), 457 Roth, account get reset when a 457(b) account is rolled over to a traditional Roth IRA? on Retirement tax questions. June 10, 2023 4:40 PM
- Posted 5 year question on 457(b) direct rollover to Roth IRA on Retirement tax questions. June 10, 2023 3:55 PM
- Posted Does the 5 year window of a 457(b), 457 Roth, account get reset when a 457(b) account is rolled over to a traditional Roth IRA? on Retirement tax questions. June 9, 2023 9:23 AM