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How do I perform a Roth Conversion?

Posted on: December 10, 2019

Please complete a Roth Conversion and Recharacterization Request to convert a Traditional, SEP or SIMPLE IRA to a Roth IRA.

This conversion will be reported to the IRS both as a distribution on which you may owe income tax and a conversion contribution to a Roth IRA.

If you are converting asset(s) besides cash, you are required to provide Madison Trust Company with a current certified valuation of the asset(s).

Everything from customer service to setting up my account to getting my money was A+. I would highly recommend doing business with them.

Joe D.
Solid service and attention to detail.

Clint C.
They were fast efficient and did what they said they would. Would recommend.

Gabriel E.
Madison Trust is that rare company where customer service is alive and well. No endless phone menus just to be routed to a call center somewhere overseas. Instead, your calls are answered by associates who have great communications skills and who really know their stuff! They are quick to answer any questions you may have and will make sure you are satisfied by the end of your call. It really is a pleasure to do business with this company.

Mark P.
Madison Trust has been great to work with. They’ve been responsive, helpful and I can actually talk to a real person when I need to. So refreshing these days.

Michael K.