umfundi wrote:Do you have a new 401k?
Other things being roughly equal, I would consolidate to fewer accounts.
Alan S. wrote:The loss should erase your former gain. The 1099R should consolidate all your distributions for the calendar year as if you did only one total distribution.
gerrym51 wrote:so the money is being withdrawn from a non traditional 401k? so since i did not realize this kind of 401k existed i have no clue what you should do.
retiredjg wrote:That should work. Good luck!
Bacchus01 wrote:I rebalance on the first of each month. New after-tax funds are converted (from cash) then.
Once a month for me.