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Partial IRA Conversions

While we only allows full IRA Conversions, you can follow these steps to perform a partial IRA conversion:

  1. Log into Account Management for your Traditional, Rollover or SEP IRA account.
  2. Click Manage Account > Add Accounts > Add an Account.
  3. Use the Add an Account page to create a new Traditional, Rollover or SEP IRA account that is linked to your IRA account.
  4. Once the new Traditional, Rollover or SEP IRA Account is open, log into Account Management for your original IRA account, then click Funding > Position Transfers to transfer assets into the new IRA account.
  5. Once the assets have been transferred into the new IRA account, use the IRA Conversion to a Roth Account page to convert the newly-opened IRA account to a Roth account.