Automatic Roth conversions in Schwab 401K?

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dormid
Posts: 14
Joined: Mon Jul 19, 2021 9:52 am

Automatic Roth conversions in Schwab 401K?

Post by dormid »

My 401(k) plan allows the Mega Back Door in-plan Roth conversion, but I can't seem to find a way to make Schwab do the conversion of the after-tax dollars automatically. Does anyone know if Schwab typically offers that function, and if so where to find it on their website?

Thanks!
ColoRetiredGirl
Posts: 334
Joined: Mon Nov 13, 2017 10:40 pm
Location: Colorado

Re: Automatic Roth conversions in Schwab 401K?

Post by ColoRetiredGirl »

Just call Schwab’s customer service and they should be able to help you. Also, call the assigned Schwab representative if your 401k is through your employer.
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