Rollover 401k to Roth IRA CAUTION

by | Oct 21, 2022 | Rollover IRA

Rollover 401k to Roth IRA CAUTION




A rollover 401k is something most investors will do at some point in their life. The Roth IRA is an option that many ask about rolling their 401k into. This can be done, but does not happen without concerns. Even if you want to roll a 401k to a Traditional IRA and then convert to a Roth IRA, you may want to watch this video because that too can cause a headache if not done correctly.

IRS information link:
This video is intended solely for education and is not financial or tax advice.

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