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Full Version: Transfer After-Tax Retirement Funds to Roth?
BenefitsLink Message Boards > Retirement Plans > IRAs and Roth IRAs
Bill Buschmeier
Until about 1998, employees of tax-exempt trade associations could NOT contribute pre-tax dollars into a 401k. They could, however, contribute on an after-tax basis.

Upon withdrawal, employer matching funds and all earnings are taxable. The employee's after-tax contributions, however, are not.

Is it possible to transfer the after-tax funds into a Roth? If so, what's involved?
BPickerCPA
You cannot roll over after tax money.


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Barry Picker, CPA/PFS, CFP
New York, NY
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