Hello,
Please tell me what you think about this plan.
DW is still working and has been contributing to Roth 401K for a few years now. Before that, she was contributing to 401K pre-tax.
We are not happy with high fees and limited options.
We would like to roll all pre-tax 401K money into tIRA, and Roth 401K into Roth IRA while she is still employed.
She would still like to keep 401K account active at work and keep contributing to it, she is contributing the maximum allowed amount.
What do you think about this plan? It this combination of employer’s 401K and IRA possible?
Thank you very much for your suggestions and advise.
Please tell me what you think about this plan.
DW is still working and has been contributing to Roth 401K for a few years now. Before that, she was contributing to 401K pre-tax.
We are not happy with high fees and limited options.
We would like to roll all pre-tax 401K money into tIRA, and Roth 401K into Roth IRA while she is still employed.
She would still like to keep 401K account active at work and keep contributing to it, she is contributing the maximum allowed amount.
What do you think about this plan? It this combination of employer’s 401K and IRA possible?
Thank you very much for your suggestions and advise.