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IRS Regs Issued
Old 03-07-2008, 04:51 PM   #1
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IRS Regs Issued
After Tax Conversion to ROTH

http://www.irs.gov/pub/irs-drop/n-08-30.pdf

Happy reading!
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Old 03-07-2008, 05:30 PM   #2
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Originally Posted by crazy connie View Post
After Tax Conversion to ROTH

http://www.irs.gov/pub/irs-drop/n-08-30.pdf

Happy reading!
What, no executive summary?
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Exec Summary
Old 03-07-2008, 06:09 PM   #3
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Exec Summary
Employers have to rollover of after tax monies to ROTHs. That may take them a while to figure out. If you croak with a 401K with after-tax monies... The plan sponser must allow all beneficiaries to roll those monies to a ROTH.

In a few short months all my monies will be away from my former employer and I will rest easier at night!
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