deloitte

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Can someone please dumb down the cash balance plan rollover to IRA process for me please? I have a fully funded Roth IRA for this year (backdoor since income is above limit). Is a rollover to trad IRA my best bet? What are the steps involved? I'll be using fidelity.

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Can someone please dumb down the cash balance plan rollover to IRA process for me please? I have a fully funded Roth IRA for this year (backdoor since income is above limit). Is a rollover to trad IRA my best bet? What are the steps involved? I'll be using fidelity.	1