When Roth Conversions Go Wrong: 5 Operational Errors That Can Undo a Sound Strategy
A Roth conversion can fail on paperwork, not strategy. Five operational errors can undo a sound plan: the wrong account, contributing above the income limit, rollover timing, inherited Roth deadlines and converting with no plan to pay the tax. Here is how to prevent each one, the repair options when one happens, and a pre-conversion checklist.