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All traditional IRA account owners regardless of age, including those with SEP1 and SIMPLE IRA2 accounts, have the option to convert their IRA and have it become a Roth IRA. Prior to 2010, individuals and couples had to have Adjusted Gross Income below $100,000 to convert their traditional IRAs to a Roth.
This information is being provided as general information and is not intended to be legal or tax advice. Lord Abbett does not provide legal or tax advice.
Consider a Roth conversion if:
|Roth Conversion FAQs
Take an in-depth review of the in's and out's of the opportunity to convert to a Roth IRA.
|Roth Conversion Opportunity Flyer |
Learn about the major consideration points when converting to a Roth IRA.
1 A Simplified Employee Pension Plan, commonly known as a SEP-IRA, is a retirement plan specifically designed for self-employed people and small business owners. When establishing a SEP-IRA plan for your business, you and any eligible employees establish your own separate SEP-IRA; employer contributions are then made into each eligible employee's SEP-IRA.
2 A SIMPLE IRA plan is an IRA-based plan that gives small business employers a simplified method to make contributions toward their employees' retirement and their own retirement. Under a SIMPLE IRA plan, employees may choose to make salary reduction contributions and the employer makes matching or non-elective contributions. All contributions are made directly to an Individual Retirement Account (IRA) set up for each employee (a SIMPLE IRA). SIMPLE IRA plans are maintained on a calendar-year basis.