Questions tagged [rollover-direct]

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

Filter by
Sorted by
Tagged with
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 ...