Rollover IRA to i401K

[jowenmd]

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

 

[jfoxcpacfp]

It is a rollover, but ET might classify it as a transfer. I imagine you will initiate from ET and then they will electronically contact Vanguard and complete the move. At least, that's the process for our custodian (TDA).