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Hey Fishes
Can anyone share Mutual Fund schemes in their Portfolio?
I am a newbie and planning to start investing via SIP's in MF ( Around 4-5 SIP's of 10k each)
Thanks in advance.
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The rollover paperwork will break out the pre-tax and after-tax portion of your rollover and you will see the same reflected in your Fidelity account after the rollover.
Basically - request the rollover and the breakout will happen automatically. The people that do this know the process and do it all the time.
Yup, this! When I rolled mine over, my new employer’s 401k form asked for the breakout of pre-tax vs Roth taxable vs Roth non-taxable vs after tax so that the funds were deposited into the appropriate accounts.
Does it work the same way for Pension roll over at EY?