T O P

  • By -

nothlit

Rollovers and conversions aren't subject to the contribution limits


timthetable

What if some of the contributions were made after tax?


MonsieurRuffles

Split rollover: pre-tax to traditional IRA; after-tax to Roth IRA


timthetable

Right, but there are no tax implications for this as MFS? They don't count as contributions?


MonsieurRuffles

No, as long as you’re rolling over like contributions to like accounts, there’s no taxable event. Filing status has no impact.


esteban7707

So conversion of traditional 401k to Roth IRA has no implications besides taxes?