Quantcast
Viewing all articles
Browse latest Browse all 2814

Personal Investments • Re: How to treat "pre-tax" and "Roth money" (MBDR) in the same 401(k) plan?

If your plan allows for investments by source, you will see it when you go to change your investments. Not all plans allow this.

And while it could be optimized, frankly we don't bother. But then, our MBR is rolled out to Roth IRA, so the amount of Roth 401k isn't particularly large.

Statistics: Posted by sailaway — Wed Jul 31, 2024 5:59 pm



Viewing all articles
Browse latest Browse all 2814

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>