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Another Back Door Roth Question

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  • Another Back Door Roth Question

    Fresh attending, started contributing to a Vanguard Traditional IRA for myself and spouse starting this July. Can I transfer the balances over to our Roths as I go or should I Just wait an do it in December? Does it matter?

     

  • #2
    There's no waiting period on the second step of transferring from the Traditional to Roth.  It doesn't matter if you do it all at once or as you go.

    Just make sure you have no other Traditional IRA money and you're good to go.

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