Rolling Over a Roth 401(k)
Mar 5, 2009
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By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
Because of their newness, few designated Roth accounts are qualified, which means rolling over the assets can get complicated. One mistake and your clients might end up paying taxes that they could have otherwise avoided. There are specific rules that apply only to these Roth 401(k) accounts, so make sure you understand the latest regulations.