Multiple Roth Conversions at One Time

I want to run a Roth conversion scenario on more than one account at the same time. How do I do this?

You can temporarily combine the accounts you want to convert so you can run a single Roth conversion on the accounts. Even if the accounts are linked you can set the balance of one account to $0 and add the balance to the other account you want to convert to a Roth. The next time you log in, the linked accounts will update to their true balances.

In the example below the first account has a true balance of $200,000 and the second account has a true balance of $300,000. They were combined so a Roth conversion scenario could be run on both at the same time.


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