Retirement
How do I rollover a 401(k) to a Roth IRA?
Quick Answer
The cleanest path is a two-step: direct rollover from 401(k) to Traditional IRA (no tax event), then convert the Traditional IRA to Roth (taxable as ordinary income). Some plans allow direct 401(k)-to-Roth conversion in one step.
Warren Team
Updated April 26, 2026
37
Warren Team
Updated April 26, 2026
37
Important Disclaimer:
The information provided is for educational purposes only and should not be considered as personalized financial advice. Warren is a registered investment advisor. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions.
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