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.
There are 11 (!) types of IRAs, but the two most common are the Traditional IRA and the Roth IRA. A third popular type, the Rollover IRA, allows you to transfer retirement funds from a previous job into a Traditional or Roth IRA. Traditional and Roth IRAs actually have a lot in common: 1  A variety of investment opportunities: Both IRAs allow investments in the form of stocks, bonds, mutual funds, and ETFs. 2  Contribution limits: For 2015 and 2016, if youâre 49 years old or younger, you can put up to $5,500 per year in your IRA.