Personal Investments • Mega Backdoor Roth Steps

However, it is telling me I can only roll to a traditional IRA.

Sticking my neck out here, but I'm not sure they have control over what kind of IRA you put the money into.

And if you have other money in IRA, that is going to co-mingle pre and post tax money in your IRA, requiring pro-rating between pre-and post tax amounts every time you make a distribution or do a Roth conversion.

Think we may have had a thread about this recently and I think the poster just gave Empower their Roth IRA account number. But it is possible that was just discussed rather than actually done.

Statistics: Posted by retiredjg — Mon May 20, 2024 5:34 pm — Replies 4 — Views 365

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