If your 401(k) plan was a Roth account, then it can only be rolled over to a Roth IRA. The rollover process is straightforward. The transferred funds have the same tax basis, composed of after-tax dollars. This is not, to use IRS parlance, a taxable event.4 However, you should chec...
15.The process and system of claim 2 where the account is a savings, checking or deposit account. 16.The process and system of claim 2 where the account is an investment account, including retirement accounts such as 401K accounts and IRA accounts; ...