Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of RI | Best Of | Favourites & Replies | All Boards | Post of the Week! ¤
Search RI
Shrewd'm.com Merry shrewd investors
Best Of RI | Best Of | Favourites & Replies | All Boards | Post of the Week! ¤
Search RI

Personal Finance Topics / Retirement Investing
Unthreaded | Threaded | Whole Thread (8) |
Author: AdrianC ⎊🐝  😊 😞
Number: of 767 
Subject: Re: Partial IRA to Roth Rollover
Date: 09/14/2025 7:35 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
Me: “Well, the idea is that the pretax part plus all earnings is pushed to the 401k, which isn’t actually considered a rollover (I think), leaving exactly the after tax part.”

Correction: it is a “rollover”, but it’s not subject to the one per year rule since it is going to a qualified plan, in this case a solo 401k.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (8) |


Announcements
Retirement Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of RI | Best Of | Favourites & Replies | All Boards | Followed Shrewds