401k conversion to IRA
I was looking to rollover a 401k with a former employer into my current employers 401k. It turn out it’s a bit onerous due to extra documentation my current employer requires. Rolling it over into an IRA with my main brokerage firm is much simpler.
My main concern is I do a backdoor Roth IRA every year and from my understanding it can create problems/complexities with this process in future years if I now have a traditional IRA balance.
Posted Feb 20, 2026, 4:34 PM UTC
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