No. of Recommendations: 0
Hi icesweeper,

Suggest you go the the Etrade website and look for some IRA -> Roth IRA conversion forms. If that doesn't answer you question on partial conversion, email or talk with an account rep at Etrade. I have just converted our IRAs to Roths and the forms that my brokers provided (via downloads) allowed partial conversions. We have 3 brokers and one of the brokers required we setup new IRAs, even though we were doing an "in-house” conversion.

You will need to get the forms to your broker quickly because you are running out of year.

Good luck,

aka 5633
Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.