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REDDIT

401k rollover to Roth IRA?

L
May 2, 2025 · 20:21

29F in need of some advice.

I have a 401k from my previous employer of about $25k. 16k is Roth and 9k traditional.

I start my new job next week where I’ll be making $65k annually and recently learned the options I have of rolling it over to RothIRA or into my next employer 401k.

I was leaning towards rolling it over to my Roth IRA and converting the traditional portion ($9k) and paying the taxes on it now so it can all sit in the same account. I believe the taxes I’ll pay on will be around $1800.

This is the beginning of my career so I plan on making more as I progress. And once I start at the new company I plan on doing Roth 401k so this $9k will either sit in a rollover Roth account or….

Is this a good idea?

Any input is appreciated.