Roth 401K Insights
A listener's question sparks a deep dive into the intricacies of rolling over a Roth 401K to a Roth IRA. Key differences in distribution rules are highlighted, particularly the impact of the "cream in the coffee" rule on taxes and penalties. Practical advice is shared for those under 59 and a half, emphasizing the benefits of making this conversion to access contributions tax-free. For more detailed insights, check out the upcoming blog post.In this clip
From this podcast
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210 | Little Known Roth Hacks
Related Questions
How do I do a Roth 401k rollover to a Roth IRA as discussed in the episode 210 | Little Known Roth Hacks and the clip Roth 401K Insights?
How do you do a Roth 401(k) rollover to a Roth IRA?
I have a question about the episode Q\&A: Investing for a Newborn, $100K in Cash, and Utility Patents and the clip Tax Strategies Unpacked. How do you do a Roth 401k rollover to a Roth IRA?