- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Taxes when transferring a security from traditional IRA to Roth IRA
When moving a security from a traditional IRA to a Roth IRA within the same institution, how is it taxed? Is there a penalty when under age 59-1/2?
In other words, is it taxed as income? Or is it taxed as capital gain based on purchase value and value at transfer?
Topics:
‎January 18, 2022
11:56 AM