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Thanks for all the help. One more question and hopefully good discussion/info for this board... since the old 401k rollover IRA is in my name... can I go ahead and do a backdoor Roth in my wife's name? My CPA friend said this should be OK.

I called up TRowe today to discuss what exactly was needed to rollover my old rollover IRA and the guy was perplexed by this whole backdoor concept. He was actually reading some IRS pub aloud over the phone, and we ended the conversation with him unconvinced this was necessary, although he gave me some info on what I needed to do the transaction. I quickly contacted my CPA friend just to make sure I was doing the right thing.

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