Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 3465

Personal Finance (Not Investing) • Which method to fix rollover mistake

$
0
0
Did the 'ol "after-tax solo 401k rollover to traditional IRA" mistake. …
Are the Solo 401k funds after-tax or Roth?

I don’t believe either are allowed to be rolled over into a Traditional IRA. Don’t try to DIY fix this by converting the funds (now in a Traditional IRA) to a Roth IRA. Call Vanguard to discuss the fix.
Roth cannot be rolled to traditional, but I believe that after-tax can.
Yes, I just read the IRS thing that says after-tax can, so this should be a simple Roth conversion, no?

Statistics: Posted by muel87 — Fri Apr 12, 2024 3:14 pm — Replies 10 — Views 321



Viewing all articles
Browse latest Browse all 3465

Trending Articles





<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>