We haven’t done Roths in years, due to large rollover IRAs. I’m not sure in the past rollover to 401k was an option to us. If the 401k isn’t great it is kind of a tail wagging the dog scenario. I don’t know that I’d rearrange my entire portfolio for the ability to do a Roth.
Open a taxable account with highly tax efficient index funds. You could tweak your portfolio a bit to put the most tax efficient equity funds in taxable and less tax efficient equity funds in Roth.
Open a taxable account with highly tax efficient index funds. You could tweak your portfolio a bit to put the most tax efficient equity funds in taxable and less tax efficient equity funds in Roth.
Statistics: Posted by JBTX — Sat Mar 16, 2024 10:01 pm — Replies 15 — Views 924