Explore the benefits of converting your Traditional IRA to a Roth IRA with Mutual of America. This conversion involves paying taxes on the taxable portion of your Traditional IRA, which includes earnings and deductible contributions. It's important to consider the tax implications and the five-year holding period required for tax-free distributions from Roth IRAs. Separate accounts for each conversion year are recommended to manage contributions effectively. For personalized guidance, contact a Rollover Specialist at Mutual of America.
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