Search found 3 matches

by jksyn
Mon Nov 13, 2017 10:51 pm
Forum: Investing - Help with Personal Investments
Topic: 401k after-tax contributions and a Vanguard Roth IRA rollover
Replies: 12
Views: 1997

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

Alan S and retiredjg, Thank you both for your counsel and suggestions. Your responses were greatly appreciated! While it is obvious I made some errors in handling the rollover of my 401K in 2013, it is quite apparent that my biggest mistake was not coming to this great site several years ago for adv...
by jksyn
Mon Nov 13, 2017 1:47 pm
Forum: Investing - Help with Personal Investments
Topic: 401k after-tax contributions and a Vanguard Roth IRA rollover
Replies: 12
Views: 1997

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

RetiredJG Thank you for the reply. :happy Sadly, based on my research, I'm coming to the same conclusion that there is nothing I can do at this point :( This is an especially disappointing situation because a good bit of the post tax contributions were actually pre-1987 after-tax contributions which...
by jksyn
Sat Nov 11, 2017 9:09 pm
Forum: Investing - Help with Personal Investments
Topic: 401k after-tax contributions and a Vanguard Roth IRA rollover
Replies: 12
Views: 1997

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

Don't know if this forum item is closed. Hopefully not, since I have a question somewhat is the same vein. I too had after tax dollars in my 401K qualified plan when I was basically forced to roll over the 401K account to an IRA when the company I had worked for closed in early 2013. Obviously this ...