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ROTH FAQ

Overview

Tax Benefits

Contributions

Conversions

Transfers & Rollovers

Distributions

Beneficiary Distributions

May I move Roth 401(k) assets from my 401(k) plan to a Roth IRA?

If I roll over my Roth 401(k) assets to a Roth IRA, who is responsible for tracking the taxable and nontaxable amounts of the rollover?

q May I move my Roth IRA from the current trustee to another financial organization?

q May Roth IRA assets be rolled over to an employer sponsored retirement plan?

q What is the difference between an IRA-to-IRA rollover and an IRA-to-IRA transfer?

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