IRAtv: Can You Consolidate Converted Roth IRA Funds? | Ed Slott and Company, LLC

IRAtv: Can You Consolidate Converted Roth IRA Funds?

We received an IRA mailbag question from Greg, who wanted to know if he could consolidate all of his separate converted Roth IRA funds into one account. Two important factors to answer this question are: 1)how long have the converted funds been in the Roth IRA? 2)how old is Greg?

Ed Slott provides that information and answers Greg's question in this IRAtv video on consolidating converted Roth IRA funds.



 


Compiled by Jared Trexler

 

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