Vlad401k Posted September 30 Posted September 30 The plan document allows for the distributions of After-Tax Employee Contributions at any time. In this case, can you rollover the After-Tax Contributions (in a 401(k) plan) directly into a Roth IRA? I believe you can and the code should be code "G". Is that correct?
CuseFan Posted September 30 Posted September 30 Yes, but any investment earnings must be distributed as well and would need to go to a traditional IRA to further defer taxation. Bill Presson and David D 2 Kenneth M. Prell, CEBS, ERPA Vice President, BPAS Actuarial & Pension Services kprell@bpas.com
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