Information Center


Roth Conversions

How do I perform a Roth Conversion?

Please complete a Roth Conversion and Recharacterization Request to convert a Traditional, SEP or SIMPLE IRA to a Roth IRA.

This conversion will be reported to the IRS both as a distribution on which you may owe income tax and a conversion contribution to a Roth IRA.

If you are converting asset(s) besides cash, you are required to provide Madison Trust Company with a current certified valuation of the asset(s).

Ready to start investing in your future?

Reach out to our team, and we’ll answer any questions you may have.
All Pages Bottom Contact Form
Corporate Headquarters:
Madison Trust Company
401 East 8th Street • Suite 200
Sioux Falls, SD 57103
Mailing Address:
Madison Administration Company
One Paragon Drive • Suite 275
Montvale, NJ 07645
Monday - Thursday: 9:00AM - 6:00PM EST
Friday: 10:00AM - 4:00PM EST
Saturday/Sunday: Closed
(800) 721-4900
[email protected]
F: 845-947-1212