Can I rollover securities in-kind from a traditional IRA to a Roth?

Financial Planning, IRAs
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May 2017
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Yes, I've done in kind transfers for clients on Roth conversions  on a number of occasions. In fact, Schwab's IRA distribution form effectively defaults to the in kind distribution if you specify a Roth conversion. Your custodian will track the value of the in kind transfer on the date of the conversion and report it as income on your IRA's 1099-R. 

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