Timeline for Roth 401k rollover into Roth IRA: How are earnings handled?
Current License: CC BY-SA 3.0
6 events
when toggle format | what | by | license | comment | |
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Nov 5, 2015 at 20:45 | comment | added | zerpsed | Just a follow up on this. I ended up giving up on the fidelity webapp, biting the bullet and calling fidelity. As Jared suspected, Fidelity had an error in their system, showing Roth earnings splitting off into a traditional ira. Calling to do the rollover was required. Roth 401k to roth ira rollover was executed with no problem. | |
Sep 2, 2014 at 13:39 | vote | accept | zerpsed | ||
Aug 27, 2014 at 20:00 | history | tweeted | twitter.com/#!/StackFinance/status/504720098775805952 | ||
Aug 27, 2014 at 2:04 | history | edited | Chris W. Rea | CC BY-SA 3.0 |
added 140 characters in body; edited tags; edited title
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Aug 26, 2014 at 14:45 | answer | added | Jared | timeline score: 7 | |
Aug 26, 2014 at 14:08 | history | asked | zerpsed | CC BY-SA 3.0 |