rewrite this title Roth IRA Conversions: Rules, Benefits, and How To!

by | Jun 3, 2023 | Roth IRA | 4 comments




#rothira #ira #rothconversion

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About Mat Sorensen:

Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur and, an expert author at Cryptopedia. He is a go-to guest speaker for financial, tax, and legal podcasts, Live events, and conferences.

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4 Comments

  1. Better Books

    What makes a ROTH better than a IUL policy?

  2. Nancy Conrad

    I own rentals and notes in my SDIRA. Since most of my assets are jointly held between my traditional and roth accounts, could I convert just the portion owned by the traditional IRA? I suspect that's a lot more complicated than just converting cash flows.

  3. Tech Cheng

    Good info Mat. What if someone has their ira/401k & currently working. Can they still convert portion or all their funds?

  4. Allen W

    I'm still working and your saying I can still convert my 401k to a Roth IRA?

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