The answer to the location of your funds will alter the process slightly; if you have already received a check, you won’t need to involve the former custodian. However, you will have to handle more paperwork and riskearly withdrawal penaltiesif you fail to make the rollover transfer in tim...
Be aware that if you put in the QCD transaction before the remainder of the RMD, you'll need to manually subtract that amount from the RMD because Vanguard does not instantly update the amount of RMD you have already taken for the year (in the form of a QCD). If you check back in ...
I have both traditional 401k and Roth 401k amounts sitting in my prior employer’s plan (vanguard). Left that employer a couple of years ago. I’m planning on doing the backdoor $6500 for each of 2022 and 2023 soon – after these are done, can I rollover my existing Roth 401k (~5k...