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Personal Finance (Not Investing) • Solo 401k for IRA Rollover

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Yes, it sounds like she could open a solo401k and make a modest contribution for last year. The main advantage would be to roll the tIRA into it so that she could do Backdoor Roths with no worries about the tIRA balance causing proration issues.

Most mainstream solo401k providers allow incoming rollovers. Vanguard didn't, but I think that's changed in recent years.

This is probably worthwhile so that your spouse at least can do the Backdoor, even if it's funded by your income. You don't mention whether you have an existing tIRA or not which might interfere if you wanted to do the same.

Statistics: Posted by MP123 — Sun Feb 04, 2024 11:47 am — Replies 1 — Views 42



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