tangofan’s Activity

Tue Jan 12


Boards Post

tangofan replied to the Tax Strategies board. 6:11 PM

Re: Funding Roth from 401k after-tax money

I believe the annual contribution maximum (the 415 rule)is increased by the amount of the "catch up" provisions, if you qualify for that.

Good to know for a future year, but I'm not there, yet. :)


Boards Post

tangofan posted to the Tax Strategies board. 5:36 PM

Funding Roth from 401k after-tax money

My 401(k) plan accepts after-tax contributions and I just validated with my plan provider that I can do a rollover of after tax contributions to a Roth IRA at any time, even while I'm still with my current employer.

They made two [more]

Thu Nov 12

Inside Value Boards Post

tangofan replied to the Inside Value boards. 11:21 AM

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