The TD Form W-8BEN may be obtained from any United States Internal Revenue Service (IRS) office, United. States Consulate office, or by writing Defense Finance and Accounting Service, U.S. Military Annuitant Pay, P.O. Box 7131, London, KY 40742-7131or the annuitant may call toll free 1-800-321-1080.
Taxable Event. There's no limit on the amount you can roll to a Roth from another retirement account. However, a Roth rollover is a taxable event. Traditional IRAs, 401k plans, 403b plans and 457 plans are typically composed of pretax dollars.Roth IRA contributions come from after-tax dollars.So when you effect the rollover, you have to pay taxes on the money that was originally in a pretax account.ou can move money from nearly any retirement account into a Roth. The list of eligible account types includes the 401k, 403b, 457 plan, traditional IRA, SIMPLE IRA and SEP-IRA. You can even roll money from your employee profit-sharing, money purchase and defined benefit plans.
1. You can only contribute so much to a Roth There are usually two different contribution limits -- one for those under 50 and a higher catch-up limit for those aged 50 and older. Since the Roth IRA was introduced in 1998, the amount of money that you are allowed to contribute has increased at a steady clip.ou can only withdraw an amount equal to, or lesser than, your contributions. So if you've invested $50,000 in your Roth IRA, but it's now worth over $100,000, you can only withdraw that original $50,000 without penalty.