Retirement roll over


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?

Marked as spam
Posted by Anonymous
Asked on June 22, 2020 10:13 am
Public question
Disclaimer: The response posted below is based upon the information made available and is not intended as a full and complete response to the question. The only manner to obtain complete and adequate legal advice is to consult with an attorney. No Q&A posting or other communication will be treated as confidential from this website and does not create an attorney-client relationship.
Private answer

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.

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