Search found 2 matches

by AppreciateLife
Tue Aug 22, 2017 6:15 am
Forum: Investing - Help with Personal Investments
Topic: 401k after-tax contributions and a Vanguard Roth IRA rollover
Replies: 12
Views: 2052

Re: 401k after-tax contributions and a Vanguard Roth IRA rollover

I want to sincerely thank ‘retiredjg’ and ‘Alan S.’ for responding so quickly and adroitly to my inquiry regarding 401k rollovers. Over the years I’ve been handling my own investments, mostly adhering to the simple rules of index mutual funds espoused by John Bogle and Vanguard (that is, except for ...
by AppreciateLife
Sun Aug 20, 2017 1:12 pm
Forum: Investing - Help with Personal Investments
Topic: 401k after-tax contributions and a Vanguard Roth IRA rollover
Replies: 12
Views: 2052

401k after-tax contributions and a Vanguard Roth IRA rollover

Hello Bogleheads – I have 401k with a previous employer that I am looking into rolling over to my existing Vanguard IRA portfolio. Portions of the balance of the of this 401k are as follows: After-tax contributions $47,891 Post-1986 contributions $6,349 I’ve done some searches on-line and there seem...