@Jack-A-Lope wrote:
No I didn't convert the entire IRA. The issue is timing. You are supposed to take the RMD before making any Roth Conversions. I didn't realize this. I am taking the RMD AFTER the ROth Conversion done in March (at Vanguard). In order to avoid IRS issues, is there a better way to handle this before year end other than take the RMD and figure out how to deal with it at tax time?
I don't think it's actually a problem, see my other comments. I think the sites that tell you to take the RMD before doing a conversion are assuming you are doing a full conversion.
