No. of Recommendations: 0
Good info/warning.

Good reason to try to keep accounts separate.

I made the mistake many years ago of moving a rollover IRA from one account to another company*. This is preventing me from rolling it back into my current 401k plan so I can cleanly backdoor a Roth IRA.

*I don't have this paperwork. I have the rollover paperwork into the original account, but no proof of the account transfer. My company accepts the rollover funds, but I need to have a clean paperwork trail. I'm still working on this.

Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.