IRA Blog | Cannon Wealth Solutions

Roth 401(K) Rollovers and the Once-Per-Year Rollover Rule: Today’s Slott Report Mailbag

by Kenny | Sep 5, 2024

Sarah Brenner, JD Director of Retirement Education Question: Can I roll over a Roth 401(k) to an existing Roth IRA or does it need to be in its own separate account? When does the 5-year holding period begin for the Roth 401K rollover? Thank you, Elisabeth Answer: Hi...

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