Hi, I just turned 59.5 years old and would like to transfer my traditional IRA into a ROTH IRA. I would like to know the cost of this transaction.

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Hi, I just turned 59.5 years old and would like to transfer my traditional IRA into a ROTH IRA. I would like to know the cost of this transaction.

what state ?

Hi, I just turned 59.5 years old and would like to transfer my traditional IRA into a ROTH IRA. I would like to know the cost of this transaction.

oregon

Hi, I just turned 59.5 years old and would like to transfer my traditional IRA into a ROTH IRA. I would like to know the cost of this transaction.

It will be taxed at your marginal tax rate.

Hi, I just turned 59.5 years old and would like to transfer my traditional IRA into a ROTH IRA. I would like to know the cost of this transaction.

Being 59 1/2 doesn't help you.
Consider spreading the conversion over several years, to minimize taxes.
If your income is low enough you can do the conversion tax free.

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Hi, I just turned 59.5 years old and would like to transfer my traditional IRA into a ROTH IRA. I would like to know the cost of this transaction.

Hi, I just turned 59.5 years old and would like to transfer my traditional IRA into a ROTH IRA. I would like to know the cost of this transaction.

Hi, I just turned 59.5 years old and would like to transfer my traditional IRA into a ROTH IRA. I would like to know the cost of this transaction.

Hi, I just turned 59.5 years old and would like to transfer my traditional IRA into a ROTH IRA. I would like to know the cost of this transaction.

Hi, I just turned 59.5 years old and would like to transfer my traditional IRA into a ROTH IRA. I would like to know the cost of this transaction.

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Hi, I just turned 59.5 years old and would like to transfer my traditional IRA into a ROTH IRA. I would like to know the cost of this transaction.

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Hi, I just turned 59.5 years old and would like to transfer my traditional IRA into a ROTH IRA. I would like to know the cost of this transaction.

Hi, I just turned 59.5 years old and would like to transfer my traditional IRA into a ROTH IRA. I would like to know the cost of this transaction.

Hi, I just turned 59.5 years old and would like to transfer my traditional IRA into a ROTH IRA. I would like to know the cost of this transaction.

Hi, I just turned 59.5 years old and would like to transfer my traditional IRA into a ROTH IRA. I would like to know the cost of this transaction.

Unlock tailored help options in your account.

Get more help

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