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.

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