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How do I convert funds to a Roth IRA?

Use STRATA's Roth Conversion Request form to convert eligible retirement funds or assets from a Traditional IRA or other eligible retirement account into your STRATA Roth IRA.

Please note:

  • Roth conversions are generally taxable events
  • Beginning with tax year 2018, Roth conversions can no longer be recharacterized under IRS rules
  • Partial or full Roth conversions are permanent transactions

Because Roth conversions may have significant tax consequences, always consult a qualified tax professional regarding your specific situation before initiating a conversion.