Post-mortem Roth Conversion
Our client’s father passed away within the past 30 days. Is it possible to convert his IRA to a Roth prior to inheriting the account?
Our client’s father passed away within the past 30 days. Is it possible to convert his IRA to a Roth prior to inheriting the account?
Permalink Submitted by Alan Spross on Thu, 2011-08-04 00:39
No.
But the reverse is true, ie. if the decedent had converted, the executor can have the conversion recharacterized.