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.
Contributions to a Roth IRA are not tax-deductible, but in many cases, withdrawals are tax-free. In other words, you pay taxes now so that you don't have to later.. Contribution limits: For a Roth IRA, the deposit limit for 2014 is $5,500 for people under age 50 and $6,500 for people 50 and older.HARES. Traditional and Roth individual retirement accounts, or IRAs, are each an essential retirement savings vehicle. They also share two key similarities: Both are smart ways to grow your money in a tax-efficient way for retirement, and they each enable you to invest as much as $6,500 per year.