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Can I convert assets?

  • Updated November 18, 2022 23:03

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.

Related articles

  • Where can I see my past trades?
  • Roth MAGI Limits 
  • How does the check need to be made out?
  • What is the conversion fee?
  • How long does a conversion take to process once the form is signed?

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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