Designate a Portion of a 401(k) to a Roth
- Date updated
- Categories
- Editing Investment Account Information
I have an account that is mostly in a regular 401(k), but a portion is in a Roth 401(k). How do I tell the program that a portion of the account is in a Roth?
You can designate the portion of a 401(k) plan that is in a Roth 401(k) as seen in the screenshot below.
related articles
-
Changing The Asset Class For A Holding In A Linked Account
- 1209
- 0
-
How To Delete An Investment Account
- 660
- 0
-
Move An Account To A Different Section
- 519
- 0
-
Unlink An Account But Keep The Information
- 547
- 0
-
Multiple Roth IRA Conversions
- 474
- 0
-
Editing The Name Of A Linked Investment Account
- 409
- 0
-
Manually Adding An HSA Investment Account
- 499
- 0
-
Account Type For A Linked Investment Is Incorrect
- 415
- 0
-
Ticker Did Not Come In For A Linked Account
- 293
- 0
-
Change When An Investment Account Can Be Used
- 154
- 0