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Finance guys 401k to Roth

DavistonTiger

Bunker Legend
Gold Member
Feb 18, 2015
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Left previous job with a sizable 401k, however with my new job it will be a year before I can join their 401K program to rollover.

Should I….

1) leave 401K sitting in old company plan just hanging out for a year

2) Convert to Traditional IRA, company doesn’t have an IRA program, unsure how you would fun this without one

3) Convert to Roth and eat the taxes now but can start back funding immediately myself

Thoughts?
 
  • Wow
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