I'm 60 and retired. I've had a E*Trade ROTH for 10 yrs. In my company 401K I've converted some fund to the ROTH side. I would like to move the ROTH funds to the E*Trade ROTH but they say it is unqualified for 3 or 4 yrs depending on when the conversion was done. Well, the 3 yrs was after tax funds 4 years for conversion.
I will be doing more conversion to a desired amount before RMDs happen.
Are any new conversion qualified after the 4 yr time frame?
Why can't I move the funds to my fund to a qualified ROTH?
