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re: Didn't notice I'm over the Roth IRA income limits this year but put money in it, options?

Posted on 2/12/24 at 7:12 am to
Posted by Pendulum
Member since Jan 2009
7068 posts
Posted on 2/12/24 at 7:12 am to
Etrade had a feature that unwound everything out of roth into a brokerage account pretty painlessly, Happened to me couple years ago, with an unexpected bonus.
Posted by Civildawg
Member since May 2012
8640 posts
Posted on 2/12/24 at 7:47 am to
Ok hopefully vanguard can do the same, I'll give them a call
Posted by Motownsix
Boise
Member since Oct 2022
1982 posts
Posted on 2/13/24 at 5:19 am to
quote:

Etrade had a feature that unwound everything out of roth into a brokerage account pretty painlessly, Happened to me couple years ago, with an unexpected bonus.


Same experience. It was super easy to fix. All the investment companies have tons of experience with this.
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