SMB Posted September 28, 2009 Posted September 28, 2009 If I remember correctly, a rollover from a Roth IRA to a 401(k) Plan (with "designated Roth" provisions) was initially NOT allowed. Has this changed under the current regs? (I have a client with an owner-only 401(k) Plan with designated Roth provisions who wants to roll his Roth IRA funds into his 401(k) Plan to consolidate investments.) Thanks!
pmacduff Posted September 28, 2009 Posted September 28, 2009 according to a chart I obtained a short time ago (dated 09/03/2009); it is still not allowable to roll from a Roth IRA account to a Qualified Plan. (I think I printed this off of the IRS website, though, and it does contain the new information about rolling from a Qualfied Plan to a Roth IRA.) Sorry I don't have the cite for you....
masteff Posted September 28, 2009 Posted September 28, 2009 Has this changed under the current regs? No. And it would take new law from Congress before it could happen and I'm not aware of it being on any major agenda. And here's the grid that pmacduff is referring to: http://www.irs.gov/pub/irs-tege/rollover_chart.pdf Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra
Kevin C Posted September 29, 2009 Posted September 29, 2009 http://benefitslink.com/boards/index.php?s...c=43360&hl=
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