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You are here: Home / Roth IRA / Ask the Hammer: Do I Have to Wait to Take My RMD Before I Can Do a Roth IRA Conversion?

Ask the Hammer: Do I Have to Wait to Take My RMD Before I Can Do a Roth IRA Conversion?

January 25, 2021 by Retirement

If my RMD is being done via equal monthly distributions on the 15th of the month, do I have to wait until after December 15 to do a Roth IRA conversion?

That’s the reader question Jeffrey Levine, CPA/PFS, director of advanced planning, Buckingham Wealth Partners, answered in this episode of Ask the Hammer.

Got Questions?

Email AsktheHammer@BuckinghamGroup.com.

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