Dougsbpc Posted March 6, 2013 Posted March 6, 2013 I know this has probably been answered but I was not able to find through the search. For 401(k) plans that have a brokerage account for each participant and traditional and Roth deferrals, are most requiring a separate brokerage account for the Roth money? It would sure be easier just to record keep each source separately within the same brokerage account. Thanks.
Bird Posted March 7, 2013 Posted March 7, 2013 Not here. We have regular deferrals, Roth, PS, SH, etc. all commingled. Ed Snyder
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