Traditional IRA to Roth IRA is taxable event.

来源: goingplaces 于 2024-05-15 07:30:21 [] [旧帖] [给我悄悄话] 阅读数 : (178 bytes)
回答: rollover is not a tax event 由 柠檬椰子汁 于 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，所以说pretax 401k 需要先到traditional IRA再到Roth ira。所以总有一步是交税的。谢谢 -成功的G- ♂ 给 成功的G 发送悄悄话 (0 bytes) () 05/15/2024 postreply 07:44:09

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

• That is called conversion. Not rollover. -柠檬椰子汁- ♂ 给 柠檬椰子汁 发送悄悄话 柠檬椰子汁 的博客首页 (0 bytes) () 05/15/2024 postreply 08:13:26

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