Related Posts
NFA, but will be buying up sub 20K BTC… DYOR 🥲

More Posts
What is your biggest dream?
Additional Posts in Personal Investment Chatter
Mutual funds you have your eye on right now?
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.





Conversation Starter
Look around the portal for “in-plan Roth conversion” or give them a call through your fidelity portal and ask about in plan Roth converstion
You need after tax contributions as an option and you need in plan conversions or withdrawals. Call fidelity or your benefits company if you can’t find a summary plan description. Also on the slight chance you work for EY, you can’t.
Fidelity does do this for personal accts, not sure the relevance of your company
All of my accounts are at fidelity. I don’t understand what that has to do with anything though. I just don’t follow your comment at all about the relevance of the company. Whether the plan for your company plan allows it or not is the question. The company is completely relevant.