Fidelity confuses me. There are 4 things that I need to put in the "contributions" tab:
Pre-tax %
Roth %
After-tax %
Quarterly conversion of After-tax to Roth (Y/N)
This is how I do the math:
Pre-tax max for 2019 is $19,000, after-tax max is $27,500, and employer match is $9500, so the total is $56,000. Sum of pre-tax, roth and after tax percentages should be %65 to max out everything.
Pre-tax percentage to max out for the match:
19000/56000 = %33.92
After-tax percentage:
65 - 33.92 = %31.08
Also I select "Convert all my after-tax balance to Roth".
Is that what you do to max out all Pre-tax and Roth, or I'm getting it very wrong?
Thanks for the help!
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If you haven't already, consider looking into other tax-advantaged investment account types (IRA, HSA, 529) & ESPP contributions.