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Level 3
posted Jul 23, 2023 12:36:50 PM

Is there an age limit on Roth conversions?

0 3 720
3 Replies
Level 15
Jul 23, 2023 12:46:16 PM

There's no age limit or income requirement to be able to convert a traditional IRA to a Roth.

Level 15
Jul 23, 2023 12:52:47 PM

But if you have to take the RMD you need to take that first and can't convert that amount.  

Level 3
Jul 23, 2023 3:29:35 PM

Thannks!