Maximizing Retirement Accounts

Based on Jeremy’s recent posts:

  1. Should I max out my Roth & 403B before adding in money to brokerage account?
  2. You said roll over old 401K to Roth. What if the Roth is already maxed out this year. What should I do ?

Hi Kaye,

  1. Yes! The Ultimate Investing Checklist – Personal Finance Club
  2. When did he say that? Do you have a Roth 401k? Also, rollovers don’t count toward your $6K annual contribution limit! :slight_smile:
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