Does your new plan accept reverse rollovers? What are the fees? Does the plan offer a brokerage option?
A few thousand a year in Roth may not seem like much, but it adds up. For me, one of the exciting bits about Roth is avoiding tax drag during high earning accumulation years. Perhaps your new plan allows for Mega Backdoor Roth? If so would you still have enough to contribute to a backdoor Roth?
A few thousand a year in Roth may not seem like much, but it adds up. For me, one of the exciting bits about Roth is avoiding tax drag during high earning accumulation years. Perhaps your new plan allows for Mega Backdoor Roth? If so would you still have enough to contribute to a backdoor Roth?
Statistics: Posted by sailaway — Tue Jul 02, 2024 8:55 am — Replies 4 — Views 107