Types of Taxable Retirement Savings Plan Contributions

  • Any type of pre-tax contribution (including pre-tax catch-up and rollover contributions) and investment earnings on those contributions
  • Investment earnings on any type of after-tax contribution
  • Investment earnings on any type of Roth after-tax contribution if the money has been in your account for less than five years and/or you receive the money before age 59½
  • Company matching contributions, other company contributions and investment earnings on all company contributions