Related Questions (Ask a New Question)

Can you transfer funds from an active 401k to an ira?

I am 48 years old. i have a 401k and i have a limited number of funds available in the plan that are all losing money. i'd like to transfer this money to an ira where i can invest in something that has a more promising future performance. is there a way to do it without incurring taxes and penalties.

See Answers

Can i transfer 401k money that was invested on an after tax basis directly to a roth ira? if not i'll be paying tax twice.

401k is from a past employer. i invested in the 401k post tax money. if i move the money to a regular ira and then transfer the money from the ira to a roth ira i will taxed twice.

See Answers

This year, due my having two employers, excess 401k contributions were made by me; ~$11,000.00 too much.

This year, due my having two employers, excess 401k contributions were made by me; ~$11,000.00 too much. my current employers’ 401k plan specifically states that they will not accept refund requests for excess deferrals paid in; they are standing fast on this. when i left my previous employer...

See Answers