Related Posts
Does BofA give broadband reimbursement?
More Posts
Lincoln Aviator? Replacing an older mdx
EY India openings for AI/ ML

Additional Posts in Personal Investment Chatter
My company matches 3%. Is that low or on par?
Any good ETFs to invest Roth into?
My father passed away last week. I had wills written up for him, he has a small c corp, and we don’t live in a community property state. Mom’s still with us, fortunately.
Besides informing social security, filing a life insurance claim, getting a death certificate, flagging his credit card, and starting the probate process, is there anything else I need to do immediately (in a financial/regulatory sense)?
I’ve been following the guide here: https://www.reddit.com/r/personalfinance/wiki/death_of_loved_one/ but others guidance is always appreciated.
New to Fishbowl?
unlock all discussions on Fishbowl.




3) do nothing yet. Does your old company require move/are the fees that high?
Rising Star
SM1 is right. Hold on to it a little bit longer and watch for BBB progress. It is highly unlikely that there would be an automatic conversion but fees may not be worth it to keep it there. Compare that with PwC fees.
Converting to Roth is ok if the amount is small otherwise you will get hit with taxes so it depends.
The way BBB is going, I don’t see any way it will be passed this year. We might just get another year of backdoor and Mega Backdoor 🤞