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Personal Finance Topics / Retirement Investing❤
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Author: InParadise ✭  😊 😞
Number: of 767 
Subject: Re: Partial IRA to Roth Rollover
Date: 09/12/2025 9:49 AM
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I want to rollover the SEP IRA and the pre-tax part of the traditional IRA to the solo 401(k), and the after-tax to a new Roth IRA, and not pay any income tax.

I can't talk to the SEP IRA, but you will have to pay tax on the TIRA rollover, based on the ratio of pre-tax and after tax funds...unless something has changed dramatically since we tried doing that ages ago and had to do a recharacterization when we realized we would owe taxes.

I'm sure someone much more qualified will respond, however.

IP
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