rollover is not a tax event

Rollove from pretax 401K to traditional IRA, and rollover from aftertax 401K to ROTH IRA, both are not tax event. 

 

所有跟帖： 

• 一般來說，是從pretax 401K去after tax Roth,是要交稅的。 -Hightides- ♂ (0 bytes) () 05/15/2024 postreply 07:29:37

• 謝謝！ -成功的G- ♂ (0 bytes) () 05/15/2024 postreply 07:44:52

• that is called conversion, not rollover. -檸檬椰子汁- ♂ (0 bytes) () 05/15/2024 postreply 08:13:40

• Traditional IRA to Roth IRA is taxable event. -goingplaces- ♀ (178 bytes) () 05/15/2024 postreply 07:30:21

• 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- ♂ (0 bytes) () 05/15/2024 postreply 07:44:09

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

• That is called conversion. Not rollover. -檸檬椰子汁- ♂ (0 bytes) () 05/15/2024 postreply 08:13:26

• 剛剛學習了，rollover和convertion 不是一回事的話，那什麽情況下能rollover？ -成功的G- ♂ (0 bytes) () 05/15/2024 postreply 07:40:40

• 換雇主的時候。把錢滾到一起，一個broker，方便管理。 -打工崽的退休夢- ♂ (0 bytes) () 05/15/2024 postreply 07:44:54