Personal Investments • Roth conversion or not?

Roth accounts are open now for me and wife, with a $0 balance in each.

Is a conversion as simple as moving funds from a tIRA to the Roth, or is it more complicated?

At Fidelity, their standard "move money" is used. Their software recognizes it's from a tIRA going to a Roth and processes it as a conversion.

Statistics: Posted by RetiredAL — Thu Jul 18, 2024 12:00 pm — Replies 63 — Views 3544

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