The wife and I have funded backdoor Roth IRA's with Vanguard for the last five years. However, in 2024 my wife had a small pension with Fidelity that they chose to payout (not our choice) into a "Rollover IRA" (about $6K). Does this new account mean she cannot fund the Vanguard Backdoor Roth without paying taxes on that Rollover Account money?
Statistics: Posted by joemartens3 — Sat Jan 04, 2025 2:06 pm — Replies 2 — Views 60