Archive for February 2011
What do I need to keep track of in my Roth 401(k) concerning the employer contribution and future taxes?
Bama Crankshooks asked:
I have a Roth 401(k) at work, and receive an employer match. I realize that the employer match is held in a separate account and (unlike my contributions) is not tax free upon withdrawal in retirement. Do I need to be keeping track of the cost basis every time the employer match is used to purchase shares? Is there anything else I should be tracking?
I have a Roth 401(k) at work, and receive an employer match. I realize that the employer match is held in a separate account and (unlike my contributions) is not tax free upon withdrawal in retirement. Do I need to be keeping track of the cost basis every time the employer match is used to purchase shares? Is there anything else I should be tracking?


