- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Ok I think I understand. It is an in service direct rollover that Fidelity allows. So they are not withholding any money so they full amount rolls over but a tax liability will still be realized at the end of the year right? I think this will work out perfectly for what I need to accomplish. I’ll just need to calculate my expected wages and tax liability and do a Roth conversion for the rest. Thanks!
June 1, 2019
12:39 PM