K-Bogle wrote:This is all assuming Fidelity allows all of this. I think what I'm mostly unsure of is whether or not the $5000 2012 contribution can be converted since it was made before the old IRAs were rolled over into the solo 401(k).
Yes you can do all that, in the exact order you specified. While you are at it, contribute $5,500/6,500 for 2013 and include it in the conversion. It's easier to contribute for and convert in the same year than splitting them into two years (contribute for 2013 in 2014, convert in 2014).
Harry Sit, taking a break from the forums.