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re: Best Rollover 401K Brokerage?

Posted on 1/18/13 at 4:26 pm to
Posted by Lsut81
Member since Jun 2005
80224 posts
Posted on 1/18/13 at 4:26 pm to
Im going back and forth between Vanguard and Schwab...


For anyone in the know, as I read it, as long as I roll it to a roth before April 15th, I would claim that income on my 2012 Taxes, correct?
Posted by Broke
AKA Buttercup
Member since Sep 2006
65050 posts
Posted on 1/18/13 at 4:30 pm to
quote:

For anyone in the know, as I read it, as long as I roll it to a roth before April 15th, I would claim that income on my 2012 Taxes, correct?


What are you rolling? I assume a 401k. And I don't know why it would be taxable in 2012 if you did the conversion in 2013. But I'm not a CPA either.
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