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How to Convert Traditional IRA Funds to Roth

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Considering converting your traditional IRA funds to Roth, but not sure where to start so you actually end up with Roth IRA funds that you control?

Check out our infographic below for a helpful walk through the steps of converting your funds.

Disclaimer: Always engage your CPA or tax professional when you are converting pre-tax retirement funds to Roth as taxes will be due. Your CPA will need to complete IRS form 8606 as well as document the Roth IRA conversion on form 1099-R, which you will reflect on your tax return.

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