Aka after tax contribution with in plan conversion to Roth.
Basically, what are the gotcha's?
And some specific questions:
1. Does it matter if my tax protected contributions are Roth or Traditional? As in, if it's Traditional, does the rollover actually convert the Traditional part as well as the after tax part, and should therefore my entire contribution be either Roth or After Tax? Or for some reason all traditional?
2. Any additional filing requirements or will the plan admin (Fidelity) just handle it?
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comments
Also, whenever democrats pretend to do something for the people, they often come up with business friendly bullshit like these (like HSAโs for example)
In the meantime, can you answer my questions? I at least want to make sure I set this up right.