Skip to main content
June 4, 2019
Question

Can you convert a 401k to a Roth IRA and make a current year Roth contribution? ( Can both be done in the same tax year)

  • June 4, 2019
  • 1 reply
  • 0 views
No text available

1 reply

Employee
June 4, 2019

A traditonal 401(k) to Roth IRA taxable rollover has no effect on your eligibility to make a Roth IRA contribution.  It is not included in your modified AGI for determining your eligibility to contribute to a Roth IRA.