The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing


Subject:  From Pension to Roth IRA Date:  2/10/1998  11:23 PM
Author:  MTodd Number:  1716 of 104260

I am planning to rollover my qualified plan pension lump sum from my previous employer into a Roth IRA. I already have a standard contributory IRA setup but do I need to setup a separate "conduit" IRA to accept the pension rollover and then roll that over to the Roth?

It would be simpler if I can use the existing IRA as the temporary rollover destination but I wasn't sure how mixing the rollover and contributory funds would affect my ability to roll again into a Roth this year.


Copyright 1996-2021 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us