FinanceRetirement Planning
#RI-69a83f18·4 months ago·
3
“Planning Roth 401k rollover to Roth IRA at 50”
What Actually Happened
Contributed $24.5k/year to Roth 401k and $25.5k/year to after-tax contributions for 10 years
What I wish I knew
"5-year clock rules for Roth 401k in-plan conversions"
Advice to Someone Facing This Now
If I could tell you one thing
"Consider opening a Roth IRA to start 5-year clocks for other contributions"
Regret Index
2/10
Positive or neutral outcome.
Would make the same decision again.
Would make the same decision again.
Advice for Someone Facing This
Short, upvotable wisdom. The most helpful rises to the top.
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Finance Category
2,949
Finance decisions logged. Avg regret 4.9/10 across the category.
Same Outcome Band
41%
of Finance decisions land in the settled band the same as this one.
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