Jump to content


Recommended Posts

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

Link to comment
Share on other sites

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.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • Create New...