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Reviewing the IRA Conversion Decision

Last update on: Jun 22 2020

When you want to convert a traditional account to a Roth account, don’t wait until the end of the year. Your IRA custodian likely will be inundated with many transaction requests in December. Wait too long to put in your order, and it might not be processed by Dec. 31. Also, you need to follow up. Custodians make mistakes. Be sure to confirm the right amount was transferred and that it was put in a Roth IRA and not some other type of account.



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