Skip to main content
Search type Search syntax
Tags [tag]
Exact "words here"
Author user:1234
user:me (yours)
Score score:3 (3+)
score:0 (none)
Answers answers:3 (3+)
answers:0 (none)
isaccepted:yes
hasaccepted:no
inquestion:1234
Views views:250
Code code:"if (foo != bar)"
Sections title:apples
body:"apples oranges"
URL url:"*.example.com"
Saves in:saves
Status closed:yes
duplicate:no
migrated:no
wiki:no
Types is:question
is:answer
Exclude -[tag]
-apples
For more details on advanced search visit our help page
Results tagged with
Search options not deleted user 2123

A 401(k) account is a tax-deferred retirement savings account setup by many employers for their employees in the United States. Employees can elect to contribute part of their earnings - either pre-tax or after-tax - to their 401k account and the employer will often make a matching contribution for a portion of it. The before-tax and/or after-tax contributions are subject to yearly limits set by the IRS. Related to the 403b and Thrift Savings Plan (TSP)

5 votes
1 answer
323 views

What are the tax results of a 401k to Roth IRA rollover?

Do I pay taxes on the full amount, or only the amount that I originally contributed to the 401k? I assume that I will be receiving a tax form (I guess it's a 1099-R). Who sends that to me? … The investment firm that held the 401k, the company I worked for, or the company that holds my IRA? Thanks! …
Jeremy's user avatar
  • 1,163
1 vote

What are some good next steps for the HENRY?

As far as broad principles, I think that you are on track. The only suggestion I would have is to look into HSAs. They are another great tax-advantaged account, accessible to those with high incomes. …
Jeremy's user avatar
  • 1,163
7 votes
Accepted

Using bonus in a tax-efficient way with my 401k account?

Basically, a bonus is no different from your normal income. You will get the same benefits from putting the money in a 401(k) as you would if you decided to put more of your normal income into a 401(k …
Jeremy's user avatar
  • 1,163