Transcription of YOUR ROLLOVER OPTIONS NOTICE SUMMARY
{{id}} {{{paragraph}}}
Example: confidence
YOUR ROLLOVER OPTIONS NOTICE SUMMARY
This document combines two ROLLOVER OPTIONS notices. The first NOTICE describes the ROLLOVER and other tax rules that apply to payments from the Plan that are not from a designated Roth account. The second NOTICE (beginning at page 6) describes the ROLLOVER and other tax rules that apply to payments from the Plan that are from a designated Roth account (if applicable). For Payments Not From a Designated Roth Account YOUR ROLLOVER OPTIONS . You are receiving this NOTICE because all or a portion of a payment you are receiving from your employer's retirement plan (the Plan ) is eligible to be rolled over to an IRA or an employer plan. This NOTICE is intended to help you decide whether to do such a ROLLOVER . This NOTICE describes the ROLLOVER rules that apply to payments from the Plan that are not from a designated Roth account (a type of account with special tax rules in some employer plans).
1 YOUR ROLLOVER OPTIONS NOTICE SUMMARY The IRS requires this summary notice of Your Rollover Options and notice of your consent rights to be provided to you before ...
Loading..
Tags:
Information
Domain:
Source:
Link to this page:
Please notify us if you found a problem with this document: