It depends on your employers 401k plan. The “summary plan description” document that you can get from your employer should list rules like this.
Also, calling fidelity should be able to get the answer for you.
My former employer’s fidelity 401k plan allowed once a year rollovers from after tax contributions to a Roth plan at another custodian.
I successfully rolled over Roth funds from my fidelity 401k after tax funds to a vanguard Roth IRA via a check that fidelity sent to me, and then I rolled over.
Also, calling fidelity should be able to get the answer for you.
My former employer’s fidelity 401k plan allowed once a year rollovers from after tax contributions to a Roth plan at another custodian.
I successfully rolled over Roth funds from my fidelity 401k after tax funds to a vanguard Roth IRA via a check that fidelity sent to me, and then I rolled over.
Statistics: Posted by Rob Relyea — Mon Dec 11, 2023 10:35 pm — Replies 1 — Views 102