Too many rules - It is your money Posted: Feb 12th, 2023 - 4:34 pm In Reply to: To It Is Your Money - From Traditional vs Roth
The tax laws change from time to time and the advisors always know the ins and outs of IRAs. It sounded as if the OP was trying to figure out what to do with her funds from her workplace 401K. It was my understanding that there were issues with paying tax when rolling a 401K into a Roth, but I could be wrong. Anyway, it's best left to the experts and one size definitely does not fit all.
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