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Can I convert assets?
Updated over a month ago

You can convert either cash or assets. The taxes associated with a Roth conversion will be based on value of the assets at the time of conversion. Since asset value can vary significantly, please discuss your individual circumstances with a tax advisor.

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We always recommend speaking with a financial advisor and/or tax professional, as it is crucial for making informed decisions that are in compliance with current regulations, and tailored to your specific financial situation. This document is for informational use only and should not be considered financial advice. Cryptocurrency investments and IRA regulations are complex and can change. It's essential to conduct your own research and consult professional advisors before making any financial decisions related to cryptocurrency in an IRA.

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