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Questions tagged [rollover-direct]

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

4
votes
1answer
51 views

401k Rollover with TSP

I have been researching what do with a an old 401k and there is a lot of information on the pros and cons of rolling it over into a new 401k plan versus an IRA. I also have a TSP account with a small ...
2
votes
1answer
97 views

Help me understand this sentence on a 401(k) distribution / rollover form

In February I changed jobs. My former job provided a 401(k), and my new job also provides a 401(k). I am filling out the forms to do a direct rollover from one to the other, for the full amount. The ...
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0answers
36 views

Funding an HSA with a one-time rollover from an IRA: Documentation trail

I know it's possible to make a one-time rollover from an IRA to an HSA (i.e., up to the amount allowed by the HSA). It's possible I already did this about 10 years ago. The paperwork I have on hand ...
5
votes
4answers
319 views

Can I do periodic rollovers from my low-perfoming 401k to an IRA?

My current 401k performs poorly, and has a very limited selection of funds. I do Roth contributions, with non-Roth employer matching. My Roth IRA allows me to select funds that perform significantly ...
1
vote
2answers
96 views

Transfer 401(k) after starting distributions

I retired at end of Q1 2013 at age 64. I immediately started drawing monthly distributions from my 401(k) plan. Would it be possible to transfer the balance of this 401(k) to another 401(k) or some ...
4
votes
1answer
13k views

Roll over Post-1986 401(k) to Roth IRA

I have a 401(k) that only has "post-86 after-tax" contributions and earnings. I left the company and was thinking about rolling over the whole balance to a personal Roth IRA. This would be a direct ...
3
votes
3answers
164 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 ...
1
vote
1answer
3k 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 ...
6
votes
1answer
918 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
256 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
236 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 ...