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Started By
Message
1
Posted on 11/19/20 at 8:49 am to TigerDeBaiter
quote:
There is a lot more nuance than that.
On Vanguard, that is literally all you do. The only extra step is Form 8606 (I think that's it anyway) at tax time.
Here is a step by step on Vanguard's website LINK
quote:
Unless this is your first and only retirement vehicle.
I guess. Besides my 401k, SOLO 401k, my wife's 403B, 457, her Roth IRA, and her TRSL I oversee. But I probably don't know what I'm doing.
This post was edited on 11/19/20 at 9:09 am
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