Fidelity Mini Module: UC Roth After-Tax Benefits

Short session from Fidelity on UC DCP to Roth backdoor rollovers.

Details

  • Type Webinar
  • Date
  • Time -

About

If you are interested in saving in a Roth IRA but do not qualify due to income limitations, you may be able to move your UC DCP after-tax balance to a Roth IRA through a backdoor conversion rollover. To learn more, attend a mini module session discussing the benefits and implementation of a UC DCP to Roth backdoor rollover.

These mini module sessions are hosted by Fidelity and will include a brief presentation followed by Q&A. Choose one session below and register: