Active Simple Conversion to Roth IRA?
If you have a Simple IRA thru your employer that you are actively contributing to can you convert any of the funds in that account to a Roth IRA without separating from service with the employer?
If you have a Simple IRA thru your employer that you are actively contributing to can you convert any of the funds in that account to a Roth IRA without separating from service with the employer?
Permalink Submitted by Alan Spross on Thu, 2007-09-27 22:48
Yes, but be aware of the 2 year waiting period from date of first contribution.
Permalink Submitted by David J Chapman, CFP on Fri, 2007-09-28 13:17
Is this stratehy documents in any of Ed’s books/newsletters?