- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
"I converted the account to my roth ira. "
If you asked the custodian for a conversion, that's what they will do.
If you asked for a recharacterization, and they did not do it, that sounds like a trustee error.
March 24, 2024
11:52 PM