Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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When a 'Reverse Rollover' Makes Sense
Slott Report June 1, 2022 "[S]ometimes it makes sense to instead do a 'reverse rollover' -- from an IRA to a 401(k).... The main reason is to avoid getting hit by the pro-rata rule if you're converting traditional after-tax IRA funds to a Roth IRA -- a 'backdoor' Roth IRA conversion.... There are other good reasons to move your IRA to your plan: ... But, like with most retirement decisions, there's another side of the coin." |
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