Wonderful, yes you should not have any issues. Thanks for clarifying. It is great that your company allows in service rollover of these MBDR amounts out to Roth IRA. My company doesn't.@retiredjg from your description, with this method, I should have no penalty in withdrawing the principal from my mega-backdoor Roth money at any time, in which case @lakpr ’s advice sounds quite reasonable and convincing.
Statistics: Posted by lakpr — Sun Nov 10, 2024 2:04 am — Replies 13 — Views 1069