Home Contact Us

ADVERTISEMENT

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.

ADVERTISEMENT

Post A Reply Reply By Email Options

Use Rich Text Editor with Full Options CLOSE

Edit/Delete Message

Report this message

Complete Discussion Below: (

marks the location of current message within thread)

Anyone with 401K or IRA care to share their - experience (Views: 824, 2023-02-09, 11:03 am)
- Penalty - It is your money (Views: 626, 2023-02-09, 2:05 pm)
- Traditional IRA vs Roth IRA - What We Did (Views: 393, 2023-02-12, 8:36 am)
  - Roth versus traditional - It is your money (Views: 375, 2023-02-12, 9:52 am)
    - To It Is Your Money - From Traditional vs Roth (Views: 472, 2023-02-12, 3:47 pm)
      - Too many rules - It is your money
        I Agree - Traditional vs Roth (Views: 315, 2023-02-13, 8:32 am)
  - Early retirement - MTVet (Views: 718, 2023-02-23, 4:37 pm)
    - Traditional IRA vs Roth IRA - Yes you can (Views: 520, 2023-02-25, 10:08 am)