Archive for September, 2014:

after tax 401k money into a Roth IRA

Written on September 23rd, 2014 by Jamesno shouts

It appears that last week the IRS issued a regulation that will now allow you to rollover any after-tax 401k money into a Roth IRA upon separation from your employer.  Previously you had to take a check for the after tax money and could only roll the pre-tax money into a rollover IRA.  This is really good news for those trying to figure out what to do with that after-tax money:

irs reg

Personal Finance FYI – Episode 1

Written on September 20th, 2014 by Jamesno shouts

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