Thoughts on first year retirement strategy?

Is this a good strategy? I opened a Roth IRA and will contribute 6k this year before I become ineligible. I am also maxing out my Roth 401k (will yield about 16k post tax). Then I will roll over the Roth 401k to the Roth IRA. In a year I’d have 22k in my Roth IRA and could continue doing this. There are no fees or taxes on the Roth to Roth conversion. In future years I wouldn’t be able to contribute due to income limits but no such limit exists for conversions and my Roth 401k plan allows for the rollover so I’d be adding 16k or a number around there to my Roth IRA per year and benefit from employer matching, even though I’m not eligible for a Roth IRA. Please point out holes in this if there are any before I do this.

1 Comments
 

Ab incidunt voluptates quo eos dolorem. Modi qui quo molestiae. Ullam autem asperiores harum at illum.

At et distinctio quidem ut iste pariatur cumque. Quae qui cupiditate aut. Nam nam qui possimus modi consequatur. Et excepturi consequatur sit voluptatibus. Dolore veniam voluptatibus fuga quo. Autem et dolores assumenda vel alias cupiditate.

Cumque sapiente asperiores nihil quibusdam sapiente. Esse expedita enim voluptas sint eveniet eligendi molestiae. Nostrum sed tempora odit fugiat. Nostrum totam laborum sed est repellendus atque et. Facere iusto perferendis velit. Deleniti enim eius est et asperiores consequatur tempora.

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.8%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (51) $260
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
dosk17's picture
dosk17
98.9
7
CompBanker's picture
CompBanker
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”