401(k) to Roth IRA

January 14, 2017

If you have pre and post tax money in a 401(k), can you roll just the post tax money over into a Roth IRA and leave the pre tax money in the 401(k)? Jim and Chris answer this question from a listener in New Jersey and also discuss the Ordering Rules for how money comes out of a 401(k). They also answer a Kentucky listener’s question regarding what to do with an older 401(k) when you move into a new 401(k) due to a job promotion.

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Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.