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New Member
posted Apr 7, 2024 5:07:25 PM

I have a UMA IRA. What box should I check? Roth IRA?

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1 Replies
Expert Alumni
Apr 9, 2024 9:56:14 AM

A unified managed account (UMA) IRA can be either a Roth or a traditional IRA. If you aren't sure which one it is, contact your broker and ask.