My 401(k) plan allows the Mega Back Door in-plan Roth conversion, but I can't seem to find a way to make Schwab do the conversion of the after-tax dollars automatically. Does anyone know if Schwab typically offers that function, and if so where to find it on their website?
Thanks!
Automatic Roth conversions in Schwab 401K?
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- Posts: 334
- Joined: Mon Nov 13, 2017 10:40 pm
- Location: Colorado
Re: Automatic Roth conversions in Schwab 401K?
Just call Schwab’s customer service and they should be able to help you. Also, call the assigned Schwab representative if your 401k is through your employer.