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ROTH FAQ

Overview

Tax Benefits

Contributions

Conversions

Transfers & Rollovers

Distributions

Beneficiary Distributions

q May I move my Roth IRA from the current trustee to a Roth IRA at another financial organization?

q What is the difference between a Roth IRA-to-Roth IRA rollover and a Roth IRA-to-Roth IRA transfer?

q Are there any restrictions on how often a Roth IRA owner may rollover IRA assets?

q Can employer retirement plan assets be rolled over to a Roth IRA?

q What are the tax consequences of a 401(k) plan to Roth IRA rollover?

q May I rollover my required minimum distribution (RMD) from my existing plan to a Roth IRA?

q May I directly rollover the after-tax plan assets in my retirement plan into a Roth IRA and the pretax assets to a Traditional IRA?

q If I have after-tax amounts in my employer plan; may I rollover just the after-tax amounts to a Roth IRA?

May I move Roth 401(k) assets from my 401(k) plan to a Roth IRA?

If I roll over my Roth 401(k) assets to a Roth IRA, who is responsible for tracking the taxable and nontaxable amounts of the rollover?

q May Roth IRA assets be rolled over to an employer sponsored retirement plan?

q Are military death payments eligible to be rolled over to a Roth IRA?

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