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A New Day for Roth Rollovers

FIS Relius Education

Jan. 15, 2014
Recorded Online

[Recorded online and available for purchase.]

Piece by piece, Congress has built a house of Roth.  First were Roth IRAs.  Next came Roth 401(k) plans.  In 2010 Congress added in-plan Roth rollovers.  And in January 2013, Congress added in-plan Roth transfers. We finally have guidance on this new option. This Web seminar explains all the Roth rules as we now understand them, and puts the new transfer option into perspective.

Topics include:

  • Eligible plans
  • Effective date
  • Roth deferrals
  • Roth rollovers from other plans
  • In-plan Roth rollovers
    • No need for distributable event
    • Account and vesting restrictions
    • Taxation
  • Transfer of amounts with basis (after-tax contributions)
  • Withholding concerns
  • Reporting rollovers
  • Extended amendment deadlines and document issues
  • Participant tax issues
    • Income inclusion
    • 10% penalty tax
      • On transfer
      • On early withdrawal
Prerequisites: There are no prerequisites or other advanced preparation required for this program.

Level: Overview

Instructional Delivery Method

S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award

Objectives: After attending this seminar, attendees should be able to:

  1. List the plans that can use in-plan Roth transfers
  2. List the balances that can be transferred to Roth
  3. Explain the tax consequences of a Roth conversion
  4. Explain how Roth conversions interact with in-plan Roth rollovers

Continue by clicking on the following link:

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