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3 Easy Steps to Completing a Roth Conversion with Betterment

A Roth conversion allows you to convert money from a traditional IRA into a Roth IRA. A Roth IRA offers tax-free growth and tax-free withdrawals in retirement. Learn More.

1.Create a Betterment account (or log in if you already have one).

2.Fund or roll over a Traditional IRA (if you don't already have one at Betterment).

3.Convert your Traditional IRA into a Roth IRA - all through your online account.

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This information is for educational purposes only and is not a substitute for the advice of a qualified tax advisor. Roth conversions can have significant tax implications and you should consult a tax professional to discuss any questions about your personal situation and whether a Roth conversion is right for you.

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  • Are you on track for retirement?

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