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Personal Finance Topics / Retirement Investing
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Author: rayvt 🐝  😊 😞
Number: of 667 
Subject: Re: 3% bonus for IRA transfer
Date: 03/31/2024 5:15 PM
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One point I'm not clear on is if they would claw back the bonus on conversions from the traditional to Roth IRA.

Nope, they specifically say that this *will* claw it back. It's somewhere in the FAQs.
Simple solution is to not convert in the 5 year period. Not really a big deal.
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