fleuver11
Returning Member

Retirement tax questions

Thank you for the reply!

 

On a separate note, I would also like to rollover my Roth-401K (through my current employer) to the very same Roth IRA account. Do I need to complete the recharacterization step of the $6K Roth to traditional IRA, prior to doing any rollover activity (is there a timeline/order restriction with rollovers if there is currently an ineligible contribution in the Roth IRA account)?