 Quote:
Originally Posted by WilliamG
I don't think you can go directly from 401k to Roth. At least this was the case when I did my 401k rollover in 2000. Do a rollover to traditional IRA and then you can Roth convert from there.
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from the Fairmark reference above:
For years before 2008, direct conversions from an employer plan to a Roth IRA were not permitted. You can do that now, but in some situations it may be preferable to roll to a traditional IRA and then convert to a Roth IRA.
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