HOW TO ROLLOVER AN IRA TO 401K | If you have recently started the process of doing a Backdoor ROTH IRA, you may be at the point where you need to Rollover your IRA to a 401K. In this video, I’m going to show you how to move your Rollover or SEP IRA to your 401k.
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0:00 – How to rollover an IRA to 401K
1:04 – Go to your IRA account holder
2:36 – Alvin called Fidelity and found out….
3:06 – Log into your current 401K
4:13 – 401K Rollover Info
5:27 – Fill out IRA Distribution Form
***RECOMMENDED READING LIST***
The One-Page Financial Plan by Carl Richards (easy read, holistic + fun graphics!)
Simple, Smart Investing by Ian Kennedy (can help you construct your investment portfolio)
A Random Walk Down Wall Street by Burton G. Malkiel (classic book that sold me on index funds)
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Alvin Carlos is a CFP® professional and CFA® charterholder. His team helps professionals in their 30s and 40s to be smarter with their money. They help them optimize their investments, lower taxes, pay off debt, and have peace of mind.
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Anyone run into other problems completing a rollover?
I have a hard time with prudential , everything has to be made over the phone and mail , and not everybody is really committed 100% to help.
Sounds like that ship has sailed. Have not had job income for decades. All non-taxed funds are in IRA's. No 401k available to transfer to. I'm I reading this correctly??
0:20 I don't think you need to move all your IRA to 401 BEFORE backdoor Roth IRA, as long you are doing IRA to 401K transfer in same year, you should be fine. I recently requested Vanguard to rollover my IRA to 401k, for which they have to put the money to settlement account/money market and then it takes them about 8-10 business days. So basically my money will be sitting idle for 10 days!
wonder, is this true for post tax ira but got a good amount of growth
I think you are the only one that has a rollover IRA to 401k video in the entire Youtube 🙂
Thanks for the video! Subscribed 🙂 If I held money in rollover IRA for >60 days and now want to transfer it into my 401k, do I have to pay taxes on it?
0:00 – How to rollover an IRA to 401K
1:04 – Go to your IRA account holder
2:36 – Alvin called Fidelity and found out….
3:06 – Log into your current 401K
4:13 – 401K Rollover Info
5:27 – Fill out IRA Distribution Form