You only need to do the rollover before the end of the year of the conversion but it's usually recommended to get it done first as if there is a hitch and the rollover can't be done there's no way to undo the conversion.Unfortunately, I don’t have the funds available right now. I’m planning to make the contribution for this calendar year later in the year and perform another conversion. Do you see any downside to this?
One other (hopefully last) question that comes to mind is, do I have to do the rollover first before converting or can I convert the basis first and then rollover the remainder to my 401k?
Statistics: Posted by placeholder — Sun Apr 07, 2024 1:05 am — Replies 17 — Views 1102
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