Traditional IRA to Roth IRA is taxable event.

來源: goingplaces 於 2024-05-15 07:30:21 [] [舊帖] [給我悄悄話] 閱讀數 : (178 bytes)
回答: rollover is not a tax event 由 檸檬椰子汁 於 2024-05-15 07:24:52

If OP rollover 401K to Traditional IRA, that is not a tax event.

He just said 401K to Roth IRA, he skipped one step in the middle if his 401K is pre-tax. 

所有跟帖： 

• 哦，所以說pretax 401k 需要先到traditional IRA再到Roth ira。所以總有一步是交稅的。謝謝 -成功的G- ♂ 給 成功的G 發送悄悄話 (0 bytes) () 05/15/2024 postreply 07:44:09

• Traditional IRA Converts to Roth IRA is a taxable event -goingplaces- ♀ 給 goingplaces 發送悄悄話 (209 bytes) () 05/15/2024 postreply 10:03:09

• That is called conversion. Not rollover. -檸檬椰子汁- ♂ 給 檸檬椰子汁 發送悄悄話 檸檬椰子汁 的博客首頁 (0 bytes) () 05/15/2024 postreply 08:13:26

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