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0 pointsloeg9y ago0 comments

I call my 401(k) biweekly to perform in-plan Roth conversions, but would be very happy to self-direct it online instead.

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4 comments · 2 top-level

SamBam9y ago· 1 in thread

Can you elaborate on why you do that? Is it that you assume taxes will only go up, so you want all your retirement to be post-tax?

loegOP9y ago

I am converting after-tax, not pre-tax contributions. For more information on why that would be desirable, this is an easy read: http://www.madfientist.com/after-tax-contributions/

boulos9y ago· 1 in thread

Which provider? Vanguard lets some folks do this online...

loegOP9y ago

Fidelity does not :-).

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