Investment版 - Tax question on ROTH 401k rollover to ROTH IRA |
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q**y
发帖数: 135 | 1 I had a ROTH 401k with Fidelity. After leaving my last employer I rolled
the ROTH 401k money to my ROTH IRA and the pretax 401k money to my
traditional IRA with Vanguard.
Now I got a rollover position statement from Vanguard. It says that the
ROTH money is a post 1986 contribution and may be taxable during future
distribution... Can anyone please explain what it means? I thought it is
ROTH money thus any principal or earning will be tax free when I withdraw it
after 60 years old.
Thanks! | S*******s
发帖数: 10098 | 2 It's a bit complicated. you can find some online info about it.
it
【在 q**y 的大作中提到】
: I had a ROTH 401k with Fidelity. After leaving my last employer I rolled
: the ROTH 401k money to my ROTH IRA and the pretax 401k money to my
: traditional IRA with Vanguard.
: Now I got a rollover position statement from Vanguard. It says that the
: ROTH money is a post 1986 contribution and may be taxable during future
: distribution... Can anyone please explain what it means? I thought it is
: ROTH money thus any principal or earning will be tax free when I withdraw it
: after 60 years old.
: Thanks!
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