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  2. Funding
  3. Conversions

When can I do a Roth conversion?

  • Updated December 20, 2022 15:52

You may complete a Roth conversion anytime.

Related articles

  • What is the conversion fee?
  • What is a Roth conversion?

Articles in this section

  • What is a Roth conversion?
  • When can I do a Roth conversion?
  • What form needs to be completed?
  • How long does a conversion take to process once the form is signed?
  • Roth MAGI Limits 
  • What is the conversion fee?
  • What is tax withholding on the conversion form?
  • Can I convert assets?
  • Can I do a partial conversion?
  • How will I be notified the form was sent to me?
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