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Dec 27, 2024
9:43
:07
am
ThatBYUFan
Starter
Most plans allow you to designate which source you’re distributing from.
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ThatBYUFan
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ThatBYUFan
Joined
Oct 26, 2014
Last login
Dec 28, 2024
Total posts
914 (0 FO)
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Messages
Author
Time
When I take distributions from a 401(k) account that has a mix of Roth and
zuko
Dec 27, 9:35am
That’s not the same account. You’d pick which account you withdraw the funds.
allaboutthegainz
Dec 27, 9:36am
Would it be smarter to use the Roth or traditional funds first?
Updating...
Dec 27, 9:45am
It depends. Traditional funds would have an RMD.
allaboutthegainz
Dec 27, 9:48am
Tons of variables…
PresidiCoug
Dec 27, 9:48am
Beneficiaries would then be able to withdraw the Roth funds tax-free after death
allaboutthegainz
Dec 27, 9:50am
Evaluate your withdrawal runway. Coordinate your taxable withdrawals,
Acorn
Dec 27, 9:56am
I don't think you can mix in one account.
DirtyWater
Dec 27, 9:39am
Most plans allow you to designate which source you’re distributing from.
ThatBYUFan
Dec 27, 9:43am
Look at your withdrawal form
PresidiCoug
Dec 27, 9:46am
When I've taken 401k distributions, taxes were accounted for by the management company
Underhill
Dec 27, 9:51am
It’s a standard withholding for taxable distributions and it’s not optional. You
MormonThug
Dec 27, 10:08am
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