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Personal Investments • Backdoor Roth Conversion

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I didn't know where else to share my excitement (the wife doesn't share the same enthusiasm for financial things... I digress). After recently learning so much about the rules lately, I determined that I can roll my entire traditional IRA into my current employer 401(k) account. Considering the only other IRA we have as a MFJ couple is an inherited IRA from her mom, we can now both do a full limit backdoor Roth conversion forever more (until the IRS changes the rules). I feel like we just won the lottery!!!

Statistics: Posted by cadillacfella — Thu Aug 29, 2024 6:30 pm



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