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Old 05-19-2006, 04:12 PM
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Default Re: Started my first 401(k)

Quote:
Originally Posted by WellManicuredMan
Ah, that is what I figured. So would you recommend rolling it into a traditional? I'm guessing the Roth route would be really stupid since taxes would kick in just as if you decided to withdraw the money. And withdrawing the money is a big mistake.
Converting to a Roth is a good idea if your income is very low that year. Let's say for example, you have a traditional IRA and (unfortunately) you've been laid off from work for a whole year. That would be an ideal time to convert to a Roth because you'll be in an ultra-low tax bracket and will pay minimal taxes on the conversion.

Side note: You must roll over a 401k to a traditional IRA. You can't roll over directly to a Roth IRA, as far as I know.
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