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September 30, 2025

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Vlad401k created a topic in Distributions and Loans, Other than QDROs

Rollover of After-Tax Employee Contributions to Roth IRA

"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?"

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