CONVERSION AND RECHARACTERIZATION
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      1. SELF-DIRECTED IRA KNOWLEDGE CENTER
      2. WITHDRAWAL FROM A SELF-DIRECTED IRA
      3. CONVERSION AND RECHARACTERIZATION

      How Do I Request a Conversion to My Roth IRA?

      Use STRATA's Roth Conversion Request form to initiate a conversion to your STRATA Roth IRA. 

      Beginning in tax year 2018, partial or full conversions can no longer be recharacterized. Roth conversions are permanent, so please contact your tax professional with any questions regarding the possible tax consequences of your conversion.