Yes, of course. Fulcrum Self-Directed believes that our clients should be able to execute their plan in any manner that the IRS and DOL permit, or don’t specifically preclude. As such, as the Trustee you can elect to have your plan offer Roth contributions and execute Roth conversions. As a participant, and if the plan permits, you can not only make Roth contributions, but can also execute Roth conversions on any permitted plan funds.
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