On Yor Money, Your Wealth® podcast #210, Joe Anderson, CFP® and “Big Al” Clopine, CPA answer questions from Susan: “Hi Joe and Al, My husband has money in a SEP IRA that he was able to save when he had a small business years ago. He no longer has the business, just his regular income which is reported on a W2. As he cannot add any more savings to this SEP, he was thinking of converting this to his ROTH IRA this year. He will have to pay the taxes on the conversion but is it possible for him to convert straight from his SEP IRA to his ROTH IRA? Maybe you could have an episode where you go more into detail about stretch ROTH IRA’s. It would be very beneficial for your listeners. Thank you for all the great information you share!” Listen to the full podcast or read the transcript and show notes at

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