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Knowledge Base Article

Converting Traditional IRA to Roth IRA

I would like to convert my Traditional IRA to a Roth IRA, is this possible?

It is possible to convert your Traditional IRA funds to a Roth IRA, however, certain restrictions apply. We advise that you speak with your tax professional about this type of transaction. You can also visit our IRA Service Center for more information and the paperwork needed. If you would like, the paperwork can be mailed to your home address or may be uploaded to your account within Online Banking.