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Updated about 4 years ago on . Most recent reply
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Is there limit on how many times of roth conversion per 12 month?
Hey guys,
I attended a webinar the other day and heard the presenter mentioned Roth conversion can only be done once in a 12 month period when he answered someone's question. I was confused, I never heard of this rule nor can I find any information online saying that. All I know is there is a once per 12 months rule for in-direct rollover. I am very new to solo 401k, just want to see anyone heard of such a rule.
Thanks!
Sophie