Retirement roll over

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In rolling over my employee 403b to a roll over account, I have three types of funds in this account. Roth, pre-tax and afternoon-tax. Do I need to create three separate rollover accounts to keep the funds segregated for tax purposes?

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Posted by Anonymous
Asked on June 22, 2020 10:13 am
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Hello, for rollover specific funds and structuring, we recommend that you speak the your financial institution that will be responsible for the new accounts. Your financial institution should be able to assist you with transferring and setting up the funds with the right accounts.

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Posted by Bill Henry (Questions: 0, Answers: 13)
Answered on June 22, 2020 11:27 am