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Questions tagged [rollover-ira]

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401K Rollover Tax Question

I recently rolled over my employee 401k to an IRA at a different financial institution. In that 401k, I had made both taxable and nontaxable contributions. Since retiring, I’ve been receiving required ...
Kalliekaykat 's user avatar
4 votes
3 answers
3k views

If I roll over one Roth IRA into another, can I withdraw the full rollover amount after five years?

Say I have $100,000 in a Roth IRA, composed of $60,000 in contributions and $40,000 in interest/earnings. If I roll over that full amount into a second Roth IRA, then wait five years, would I be ...
Wayfaring Stranger's user avatar
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1 answer
157 views

Traditional 401k to Roth IRA - do employer matches count as Roth IRA contributions or earnings?

I asked this earlier today but it was incorrectly closed as a duplicate of another question which did not actually answer mine. So re-asking... I understand that Roth IRAs allow withdrawing your ...
Cameron's user avatar
  • 119
5 votes
1 answer
178 views

Is it possible to to rollover 401K into an IRA account multiple times with different employers?

Say I am employed with company 'A' with whom I have a 401K account. Now, while switching jobs, I decide not to carry forward this 401K to the next employer but instead rollover this 401K I had with ...
adi's user avatar
  • 169
0 votes
2 answers
95 views

Frequent Mutual Fund Trading in Rollover IRA

In recent years, I started paying attention to my Rollover IRA again after not looking at it for many years. During the Pandemic last year, I made some adjustments to the portfolio which worked out ...
wonderful world's user avatar
4 votes
3 answers
270 views

Consolidate Rollover IRA into my Roth IRA

I have a Rollover IRA from 2016 and I want to move that money into my Roth IRA account. Can I just sell and transfer that money to the Roth IRA with no penalties (no taxes)? Also, that wouldn't count ...
christo8989's user avatar
1 vote
2 answers
121 views

Old company 401k was going to move to rollover ira but fidelity delaying me

I have done a lot of research on my old 401k. I do not want to withdraw any of it. I do not want to move it to my roth ira as I would owe taxes on it. I also do not want to move it to my new employers ...
JonH's user avatar
  • 1,395
0 votes
1 answer
76 views

Rollover IRA and Roth IRA Contribution Limit?

I have a 401k from a prior employer that I quit from a couple of years ago. As I cannot invest in it any longer I have decided to move it into a "Rollover IRA". I already have a Roth IRA. ...
JonH's user avatar
  • 1,395