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JD D's avatar

Amazon has the same option as Meta via Fidelity to automatically convert to Roth without needing to call. They have the same " ROTH IN PLAN CONVERSION " section at the bottom with an option of "Convert After-tax to Roth".

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Andre Nader's avatar

Awesome! I don't know why Fidelity doesn't have this enabled for all their accounts. I don't get the incentives they have to not make it easy. I am sure there is some hidden regulatory lift that I am unaware of that causes the difference.

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