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.Get Started
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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