How to enter a combined 1099-R form for two rollovers in the same year to both Traditional IRA and Roth accounts in TurboTax, H&R Block, and FreeTaxUSA.
529 Plan For High School Seniors and Students Already in College
When you child gets close to going to college, consider investing your 529 plan account in CDs or a stable value fund. Only some 529 plans offer them.
Rollover a 529 Account From One Plan To Another
Rolling over a 529 account from one plan to another is very simple, but first find out whether your state will claw back previous state income tax benefits.
Fast and Easy Rollover From Schwab 401k to Fidelity IRA
Charles Schwab and Fidelity made it really fast and easy to rollover a 401k to an IRA. The whole process completed in only two days.
Backdoor Roth: A Complete How-To
A step-by-step tutorial for how to do a backdoor Roth IRA, including links to articles on how to report it on the tax return.
Executing Mega Backdoor Roth In Solo 401k
Executing a mega backdoor Roth in a solo 401k require these steps: elect contribution, make contribution, make distribution, issue 1099-R.
Mega Backdoor Roth In Solo 401k: Control Your Own Destiny
You can add after-tax contributions and in-service distribution to your solo 401k if you get your own plan document. It costs less than you think.
Mega Backdoor Roth and Access To Your Money Before 59-1/2
You still have good access to your money before age 59-1/2 when you do the after-tax 401k or 403b rolled over to Roth IRA.
Mega Backdoor Roth Without a Big Paycheck
You can still take advantage of non-Roth after-tax 401k or 403b contributions even if it will make your paycheck very small.
Mega Backdoor Roth Without In-Service Distribution
Even if your plan does not allow in-service distributions, chances are you should still make non-Roth after-tax contributions. Just wait until you change jobs and roll them into a Roth IRA.
The Elusive Mega Backdoor Roth
If your 401k/403b plan cooperates, you can put up to additional $35,000 per year into your Roth IRA. Find out if you are lucky or not.
How to Roll Over a 401k without Going Out of the Market
See how to avoid going out of the market when you are rolling over a 401k, especially a large amount. Don’t accidentally time the market.