4 Comments
Feb 27·edited Feb 27

Hey Andre! I had contributed $6500 to my Traditional IRA and converted it into ROTH IRA. I gained some interested in my Traditional IRA (<$2) during the end of the month. This automatically got covered to ROTH IRA. Is this considered excess contribution ? Is there anything I'll have to do to withdraw excess ?

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I thought you could exchange your mutual funds to those that are offered by your 401K plan and then get them transferred from Rollover IRA to the 401K without having to liquidate them. Wouldn't save any time but at least you will continue to be in the market just incase there are some wild swings while you were cashed out.

BTW, I noticed you were buying FPADX instead of your fav FZILX. Are you further diversifying your Intl allocation?

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