401k

Do You Have After-Tax Money in Your 401k?

Do You Have After-Tax Money in Your 401k?

Do you happen to have after-tax money in your 401k or 403b, assuming the fees and expenses in the IRAs are comparable to the 401k or 403b? A rollover might be beneficial. In Notice 2014-54, the IRS provided the option for an individual to roll over their pre-tax retirement money into an IRA while rolling over their after-tax money into a Roth IRA. If left in the plan, future earnings from the after-tax investments are

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