ratherbereading Posted August 15, 2019 Posted August 15, 2019 An alternate payee is ready to take her QDRO distribution out of Nationwide. Part of the money she received from her ex spouse is Roth money. There is no prohibition on her rolling the entire Roth balance out, correct? She's either rolling everything to an IRA or to another 401k plan. 4 out of 3 people struggle with math
QDROphile Posted August 16, 2019 Posted August 16, 2019 She will be unable to roll Roth money to a 401(k) plan that does not offer a Roth account. Also, even if the plan offers Roth deferrals, the plan does not have to take Roth rollovers. Check with the plan administrator of the recipient plan in advance before ordering the distribution.
ratherbereading Posted August 16, 2019 Author Posted August 16, 2019 Thank you! 4 out of 3 people struggle with math
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