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Is there any coordination between the Roth 401(k) and Roth IRA five-year periods?

April 26, 2017coordination Five-Year k periods Roth roth ira

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Is there any coordination between the Roth 401(k) and Roth IRA five-year periods?

1 Answer

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No. The two five-year periods are determined independently of one another. Thus, a rollover of a Roth deferral account into a Roth IRA requires the five-year period to be redetermined.