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Updated about 4 years ago on . Most recent reply presented by

User Stats

22
Posts
6
Votes
Sophie Wang
  • Investor
  • Denver, CO
6
Votes |
22
Posts

Is there limit on how many times of roth conversion per 12 month?

Sophie Wang
  • Investor
  • Denver, CO
Posted

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

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