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Tag: Rollovers

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5 Roth Moves: 2 Warnings & 1 Opportunity

Split your mixed retirement plan to traditional and Roth = OK.
Do a backdoor Roth conversion with no other IRAs = OK.
Do a backdoor Roth conversion when you have other IRAs = Warning!
Do a backdoor Roth conversion when you have a SIMPLE or SEP = Warning!
Move money to your 401(k) and the rest to a Roth = potential opportunity!

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Backdoor Roth Financial Planning Retirement Planning Rollovers Roth conversion Roth IRA Tax Planning

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