financialRetirement Planning
#RI-69a83f18
about 2 months ago
1
"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 Score
2/10
Positive or neutral outcome.
Would make the same decision again.
Would make the same decision again.
financial Category Average
?%
of financial decisions share a similar regret distribution. (Coming soon)
Impact
-
Financial and Psychosocial impact distributions for this subset.
Advice for Someone Facing This
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