Timeline for Missed open enrollment 401k date, do not want to wait until next year
Current License: CC BY-SA 3.0
4 events
| when toggle format | what | by | license | comment | |
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| Jul 1, 2014 at 19:51 | comment | added | JTP - Apologise to Monica♦ | Some time ago there was a requirement to segregate original 401(k) money into a 'rollover' IRA, and only that money could be moved into a newer 401(k). That requirement went away some years ago. | |
| Jul 1, 2014 at 16:55 | comment | added | Craig W | Agree with @user102008, in most cases you should be able to roll-in a Traditional IRA to your current employer's 401(k). This is the workaround to avoid pro rata taxes with the backdoor Roth IRA contribution. | |
| Jul 1, 2014 at 9:19 | comment | added | user102008 | "You can only roll into a 401k funds that are sourced from a previous 401k." No, the funds do not have to be from a 401k in general. But some 401ks may choose to have such a requirement. | |
| Jul 1, 2014 at 6:35 | history | answered | littleadv | CC BY-SA 3.0 |