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Trad Vintages When Converting IRA / Rolling Over 403(b)? Socrativestor  07-05-2008, 8:26 AM | Post #2535709  | 
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OK guys, here are some real questions :-) :

If one hold TIAA Tradiational in an IRA and later converts some/all of that IRA to a Roth, are the original vintages preserved or is the conversion treated as a sale in the IRA and a new purchase in the Roth?

How about when a 403(b) is rolled over into an IRA?

Yes, I know I can ask T-C.  And I may do so.  But this seems one of those cases where the expertise of this board might really shine.

TIA.

P.S. The reason I am asking is that, like many folks, I am thinking of putting money in Trad (a first for me; heretofore I've been exclusively REA) and looking down the road to see if the current great vintage is only as good as long as I keep the funds in the current accounts.

Topics 403(b) funds IRA IRAs rollover View Complete Thread
 
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