Roth IRA Conversion

Term Definition
Roth IRA Conversion
The process of transferring assets from a traditional, SEP, or SIMPLE IRA to a Roth IRA. Roth IRA conversions are subject to specific requirements and may be taxable.

Phone

Office/Fax (888) 987-8702 or (805) 495-2157

Email

connect@rpa2000.com

Location

200 North Westlake Blvd
Suite 111
Westlake Village, CA 91362

© 2025 Retirement Planning Associates

Check the background of your financial professional on FINRA's BrokerCheck.  John Nielsen's CD #1279737

The content is developed from sources believed to be providing accurate information. A diversified portfolio does not assure a profit or protect against loss in a declining market. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Securities and advisory services offered through Registered Representative of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a Broker/Dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurance License 0636162. Registered phone number (805) 495-2157

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com

Business Continuity | Important Disclosures and Form CRS

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.