socobert
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Great info. I almost rolled 100% into a Trad IRA. If I take the post tax portion in cash is there any tax penalty (ie. 10%)?
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- Cheered Re: Five year rule on IRA conversions to Roth for Older Folks for dmertz. March 16, 2021 8:53 AM
- Posted Five year rule on IRA conversions to Roth for Older Folks on Retirement tax questions. March 14, 2021 6:36 AM
- Cheered Re: I left my company & want to roll the pension lump sum to an IRA. Part is “Non-taxable Amount of Benefit”. Can this be taken in cash or rolled separately to a Roth? for dmertz. November 9, 2019 5:20 AM
- Cheered Re: I left my company & want to roll the pension lump sum to an IRA. Part is “Non-taxable Amount of Benefit”. Can this be taken in cash or rolled separately to a Roth? for dmertz. November 9, 2019 5:20 AM
- Posted Re: I left my company & want to roll the pension lump sum to an IRA. Part is “Non-taxable Amount of Benefit”. Can this be taken in cash or rolled separately to a Roth? on Retirement tax questions. November 6, 2019 1:29 PM
- Posted I left my company & want to roll the pension lump sum to an IRA. Part is “Non-taxable Amount of Benefit”. Can this be taken in cash or rolled separately to a Roth? on Retirement tax questions. November 6, 2019 4:27 AM