Roth 401(k)

[Kathleen Reynolds]

#4180

Click the + button to the right of the Roth 401(k) input field to access additional Roth 401(k) inputs on the Expanded Data Entry window.

A Roth 401(k) has the minimum distributions requirements of a regular 401(k) but the taxation of a Roth IRA.

What sets it apart from a regular Nondeductible 401(k) is that it can be rolled directly into a Roth IRA. The program handles this for you automatically. Simply check the appropriate boxes in the Rolling to a Roth IRA section of the Roth 401(k) Expanded Data Entry window.

Click here for details on input assumptions.
 

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