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I will soon be changing jobs. A Wise Rep at Schwab told me I can convert my 401a monies to a Rollover IRA, but would have to keep those funds in the Rollover IRA and couldn't convert the Rollover IRA into a Roth. Doesn't sound accurate? So can I rollover 401a dollars to a Rollover IRA and then convert the Rollover IRA to a Roth? I do not have an IRA now but will open a Roth next month. Always cautious of the Wise! Thanks. P.S.-I have read all 4 IRA articles by Roy Lewis-excellent info!
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