In US tax law, an IRA rollover made directly from one trustee to another.

learn more… | top users | synonyms

3
votes
3answers
55 views

How can I transfer and consolidate my 401k's and other options?

I have read on Personal Finance & Money that you can keep any and all of the 401(k)s or other options that you've had through previous employers. But how are you able to transfer them all into ...
0
votes
1answer
97 views

Why is spousal consent being required for rolling over a 401k?

My wife is having trouble rolling over her 401k (with ING, now Voya Financial) from her previous job into her Vanguard IRA. Apparently she needs my permission to roll the account over because it's a ...
5
votes
1answer
102 views

Roth 401k rollover into Roth IRA: How are earnings handled?

I have a Roth 401k from a prior employer and I want to roll it into a Roth IRA. For simplicity, let's assume there are no pre-tax employer match funds in the 401k, only my after tax contributions and ...
2
votes
2answers
199 views

Should I open an individual 401k account?

I am looking for some advice on what to do with the Money from a previous employer 401k. I currently have the checks that were issued to the trust of my new employer's 401k service. I have not sent ...
1
vote
1answer
182 views

IRS letter about 401(k) rollover not shown on return

I got an IRS letter that states my return does not match the records they have from others. In particular, it shows I reported $0 but they were reported a non-zero amount for taxable retirement ...