Hi,
I just opened an Etrade solo 401k and want to transfer my Vanguard Rollover IRA into it so I can do the Backdoor Roth. Does anyone know how to do this logistically? Is it considered an "Account transfer" or a "Rollover"? Do I initiate it from Etrade's website or from Vanguards? I have tried asking customer service and unfortunately wasn't able to get a straight answer.
Thanks,
Jen
I just opened an Etrade solo 401k and want to transfer my Vanguard Rollover IRA into it so I can do the Backdoor Roth. Does anyone know how to do this logistically? Is it considered an "Account transfer" or a "Rollover"? Do I initiate it from Etrade's website or from Vanguards? I have tried asking customer service and unfortunately wasn't able to get a straight answer.
Thanks,
Jen
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