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Personal Investments • Mega Backdoor and converting gains now?

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Welcome to the forum. :happy

Since you are talking about traditional IRA, that does sound more like backdoor Roth instead of mega-backdoor Roth. Similar names but very different processes. The Wiki (link near the top) has more information.

In case you don't know, you need to keep up with the dates and amounts of how money gets into Roth IRA. Start now (and backtrack if you have not been doing that). This information is required if you ever want to take money out before you are age 59.5.

Statistics: Posted by retiredjg — Mon Oct 06, 2025 5:35 pm — Replies 2 — Views 162



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