If you have completed a conversion from a Traditional IRA to a Roth IRA, congratulations! However, if not, the next few weeks before the tax code is likely to change could be the last best chance to complete a Roth conversion at the current low income tax rate.
IRA Club can perform Roth conversions for:
- Cash in your account
- Assets in your account
- Or both
Roth conversions are based on the value of the conversion. In the case of converting an asset (other than cash), you will be required to obtain an appraisal to establish the asset’s value. Please don’t wait till the last minute.
IRA Club can make Roth conversion from various plans:
- Traditional IRA
- SEP IRA
- Solo 401(k)
IRA Club can also make partial Roth conversions. Please don’t delay! Next year’s taxes may increase, and the same conversion could cost more.
IRA Club offers no investments, products, or planning services. Therefore, please consult your attorney, tax professional, financial planner, and any other qualified person before making any investments.