garyl807
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According to Schwab the conversion was OK. I can convert any amount as long as the taxes are paid. I did convert some ETF's which they said were fine.
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I had originally converted the required RMD from my IRA to a Roth including taxes. The transactions were recorded but my account showed that I hadn't taken any ...
Activity Feed for garyl807
- Posted Re: Partial return of RMD on Retirement tax questions. January 25, 2024 1:53 PM
- Posted Re: Partial return of RMD on Retirement tax questions. January 25, 2024 12:55 PM
- Posted Partial return of RMD on Retirement tax questions. January 24, 2024 5:20 PM