Join Early Retirement Today
Reply
 
Thread Tools Display Modes
Question about internal Roth conversions
Old 05-17-2022, 07:14 PM   #1
Recycles dryer sheets
 
Join Date: Mar 2019
Posts: 93
Question about internal Roth conversions

As I understand it, one can make Roth conversions inside a 401K, plan permitting. Does anyone know if the same can be said of 457k plans? I've been trying to search the plan documents, but can't find this information, and I'm not normally at home when the plan office is open to ask directly. I'm also not certain the phone reps would know the answer anyway.
Retire2023 is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 05-17-2022, 11:01 PM   #2
Full time employment: Posting here.
 
Join Date: Jul 2014
Posts: 860
According to https://www.irs.gov/pub/irs-tege/rollover_chart.pdf (and assuming you mean 457b) the answer is "yes". And "plan permitting" still applies.
SevenUp is offline   Reply With Quote
Old 05-18-2022, 05:08 AM   #3
Recycles dryer sheets
 
Join Date: Mar 2019
Posts: 93
Thanks SevenUp! That linked chart is very helpful! I'll continue to pursue my plan's resources to see if it allows this conversion...and yes I did mean 457b.
Retire2023 is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
500 - Internal Server Error Live And Learn FIRECalc support 7 10-18-2013 09:25 PM
500 - Internal Service Error Rich_by_the_Bay Forum Admin 4 12-17-2007 03:30 PM
Internal vs External fat - and more proof that BMI is misleading Alan Health and Early Retirement 0 01-13-2007 02:21 PM
WOW, Internal Revenue shock with CREF funds tednvon FIRE and Money 6 10-06-2006 08:53 AM
Tracking Internal Rate of Return with Quicken or MS Money Dude FIRE and Money 2 01-18-2006 07:37 PM

» Quick Links

 
All times are GMT -6. The time now is 11:46 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2024, vBulletin Solutions, Inc.