Tag Archives: qualified roth 401k distributions

Non-Qualified Distributions from Roth Solo 401k

Distribution from a Roth solo 401k that are not deemed “Roth solo 401k qualified distributions”  will be subject to the pro-rata basis distribution rules. This means the Roth solo 401k distributions will consist partly of the after-tax contributions and partly of the pre-tax earnings in the Roth solo 401(k) account.  The taxable portion of the […]

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