Can I Do a Roth Conversion Before Age 59 ½?

IN THIS VIDEO:

Age 59 ½ is the magic age at which you can start taking distributions from retirement accounts without a penalty. This listener is wondering if he can convert part of his IRA to a Roth IRA even though he’s not 59 ½. And if he goes ahead with the conversion, will it be subject to the 10% penalty? Listen to this episode to find out.

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7 Year End Tax Moves for Pre-Retirees