street
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- Nov 30, 2016
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First, I apologize and pretty sure this question has been asked and talked about many times. I went back to a few old threads and couldn't find the question.
I have a 401K with one company, and they don't do ROTH conversions. So, when I do a conversion, should that financial company just send the conversion check right to the new company directly or do they send the check to me than I take the check to the new company?
What is the proper flow of a transaction when conversion is done with different company.
Thanks
I have a 401K with one company, and they don't do ROTH conversions. So, when I do a conversion, should that financial company just send the conversion check right to the new company directly or do they send the check to me than I take the check to the new company?
What is the proper flow of a transaction when conversion is done with different company.
Thanks