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?
The information provided is for general information and does not form an attorney-client relationship. See our .Bill HenryFounding Partner | 18 years of experience
Bill HenryFounding Partner 18 years of experience
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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