Partial Roth IRA Conversions are Here

Great news! We’re pleased to offer partial Roth conversions on all Athene business (except New York) issued on or after May 9, 2021. This includes multiple conversions within the same Athene annuity contract.

Forms and resources

• A new form (22796, Ver. 12/20) for clients requesting a partial Roth conversion is available now on Athene Connect.
• We’ve also created a handy FAQ guide to help answer questions you may have.