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Post your Roth 401k questionForum overview » Roth 401k thread » Post your Roth 401k question 
 
 brent
Posted 2007-03-06 15:13:20 This is where you can post your Roth 401k questions
 kyisauditor
Posted 2007-04-02 21:51:28 I could use some help figuring out how to best handle the following fact pattern: I was terminated from my job in October 2006. Because I had just joined the company's 401K plan, my W-9 says I was eligible for a retirement plan. The plan involuntarily liquidated my nominal contribution for 2 pay periods. I received a check in the mail (not requested by me) with withholding. I have some money to invest. But I have not technically rolled over this small sum. My dad told me to get a Roth IRA. I want to invest in a DRIP because I don't want to pay broker fees. And I'm in for the long haul. How do I reflect the rollover on my tax return? What do I name the account with the stock agent to identify this as a Roth? Thanks,
brent
Posted 2007-04-03 14:08:40 Thanks for the question. You have 60 days from when your 401k was terminated to rollover into a new account and the clock is ticking. I would recommend you talk to someone that could help you. Try the Fidelity retirement line. Good luck
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