I have Roth assets in my 401(k) - how do I roll this over?

If you have Roth assets in your previous employer’s 401(k), we need to open a new Roth IRA for your assets to roll into.

You can find out whether you have Roth contributions by checking a recent account statement or by logging into your employer plan's website online. In order to contribute to a Roth 401(k), you would have had to opt into Roth contributions and set a contribution percentage separately from your Traditional 401(k) contributions.

Please email us as soon as you know this is the case at vip@futureadvisor.com, and we will send you the necessary paperwork. Your Roth IRA will open within 1-2 days of receiving your paperwork.

Once your account is open, do not forget to put your new Roth IRA account number in the memo section of your rollover check before you mail it to Fidelity or TD Ameritrade.