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New IRS Guidance on Roth 401(k) Rollovers

Article
1 minute read
January 20, 2014

A Roth 401(k) is a hybrid employer-sponsored retirement plan that combines elements of a traditional 401(k) plan with Roth IRA features. While a Roth 401(k) plan is not necessarily a new concept, the IRS has recently offered new guidance on rolling funds from a traditional 401(k) account to a Roth account within the same plan (IRS Notice 2013-74).

The Weaver newsletter article IRS Offers New Guidance on Roth 401(k) Rollover provides information on how a Roth 401(k) works and the new rules for in-plan rollovers. Example parameters include:

View the newsletter article for a thorough list of these new rules. You may also view the IRS FAQ for more information in general about in-plan rollovers to Roth 401(k)s.