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Tax, SDIRAs & Cost Segregation

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Amanda G.
  • Rental Property Investor
  • Augusta, GA
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825
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Move allocation from self directed IRA to self dir ROTH issues?

Amanda G.
  • Rental Property Investor
  • Augusta, GA
Posted Nov 12 2018, 10:41

Hi All,

I have both a self directed traditional IRA and Roth IRA. I'm wondering if it is possible for my annual contribution to move assets from the traditional to the Roth rather than contributing new money to the Roth. Does that work? If so, what are the steps?

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