Individual Retirement Accounts
Frequently Asked Questions


Only select records are listed below. View all FAQs

Contributions and distributions

Can I convert my Traditional IRA to a Roth IRA?

A "Roth Conversion" refers to any transaction in which all or part of the assets in a traditional IRA are moved to a Roth IRA. Depending on the specifics of your situation, a "Roth Conversion" may be considered a taxable event. You should consult your tax adviser for more information.

<< Back to previous page | Return to IRA FAQ index