Are you enrolled in an employer retirement plan (for example, a 401(k), 403(b), pension, or other defined benefit, defined contribution, employer sponsored or non-qualified plan) looking to log in to your account or to learn more? Our Client Services team is available Monday through Friday...
–In June 2022 I was laid off. I had a traditional 401k with this employer worth about $20k. I didn’t do proper research about the IRS’s pro-rata rule, and – here’s the error – rolled over the 401k balance into my Vanguard traditional IRA. I now have that $20k in pre-tax ...