IRS Issues Guidance for In-Plan Roth Rollovers from Non-Roth Accounts (Notice 2010-84)

The IRS has issued guidance regarding in-plan Roth rollovers. Code Sec. 401(k), Code Sec. 403(b) and Code Sec. 457(b) government plans are permitted under amendments to Code Sec. 402A(c) by the Small Business Jobs Act of 2010 (P.L. 111-240) to allow in-plan Roth rollovers for eligible rollover distributions made after September 27, 2010, from a non-Roth account into a designated Roth account in the same plan.

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