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Company shut down 401K rollover - How will mix of ROTH/traditional be handled

·4dSocial

My company shut down and I will need to move my 401K to an IRA. Company 401K was managed through Schwab and all my personal investment accounts are with Schwab as well (brokerage, Roth IRA, traditional IRA). The 401K was setup as self directed (PCRA) and is comprised of 60% Roth and 40% traditional with a mix of ETF's, equities, BDC's, REITS and cash. My question is how will my investments within the 401k be handled in a rollover that is part ROTH/part traditional? Will I have to liquidate every

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Published
6/6/2026, 8:45:59 PM
Fetched
6/7/2026, 3:07:07 AM
Confidence
30 / 100
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5 / 100
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Language
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